DZ
DZ

Donna Lumpkin Zoeller

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
3,901 clients
Average Client Portfolio
$515K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

7777 Bonhomme Ave., Suite 2400, Clayton, MO, 63105

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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

Donna works as an insurance agent, providing service and sales. This investment-related activity takes minimal time.

Employment History
Current Registrations
Smith Moore & CO.
May 2017 - Present · 8 yrs 9 mos
Smith, Moore & CO.Broker
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Waddell & Reed
February 2012 - May 2017 · 5 yrs 3 mos
Waddell & ReedBroker
February 2012 - May 2017 · 5 yrs 3 mos
Edward JonesBroker
March 2006 - February 2012 · 5 yrs 11 mos
State Registrations22 states
ARAZCTDCFLGAIAILKSMAMDMIMONCNENYOHOKPATXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.