KZ
ChFC
KZ
ChFC

Kenneth Wayne Ziegler

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$157K average
Assets Under Management
$337.8M

Fee Structure

Minimum Investment:$1K
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Location

585 W. Chandler Blvd., Chandler, AZ, 85225

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kenneth is the President and an agent at San Marcos Insurance Group, where he sells insurance. This activity takes nearly full-time hours.

Employment History
Current Registrations
Interactive Financial Advisors
April 2010 - Present · 15 yrs 10 mos
Previous Registrations
Country Trust Bank
July 2002 - July 2007 · 5 yrs
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Kenneth Wayne Ziegler - Financial Advisor | TrueAdvisor