KZ
CFP
KZ
CFP

Kevin Leroy Zylstra

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
291 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$312.3M

Fee Structure

Financial Planning:Included in AUM fee
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Location

Naples, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kevin works part-time as a personal financial counselor for Zeiders Enterprises and occasionally as a driver for Bemydd, dedicating minimal time to each. He also owns rental real estate and works full-time as a National Account Representative for FinancialCorp Equipment Finance, brokering equipment financing.

Employment History
Current Registrations
Namcoa
February 2016 - Present · 10 yrs
Previous Registrations
Raymond James & Associates, INC.
November 2013 - January 2015 · 1 yr 2 mos
Global Wealth Consultants, LLC
May 2013 - November 2013 · 6 mos
Park Avenue Securities LLC
July 2011 - December 2011 · 5 mos
New England Securities Corporation
March 2009 - July 2011 · 2 yrs 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.