BZ
BZ

Brian L Zeek

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
5,619 clients
Average Client Portfolio
$640K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
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Location

11512 El Camino Real, Suite 100, San Diego, CA, 92130

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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

Brian is a licensed insurance agent and may offer insurance products to clients, which presents a conflict of interest due to commissions. Clients are free to decide whether to use Brian's services in his outside capacity.

Employment History
Current Registrations
Simplicity Wealth
February 2025 - Present · 1 yr
Previous Registrations
Lifepro Asset Management
January 2018 - February 2025 · 7 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.