BZ
BZ

Brian Nicholas Zellers

5 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
307 clients
Average Client Portfolio
$628K average
Assets Under Management
$192.7M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

4755 Linglestown Road, Suite 204, Harrisburg, PA, 17112

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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 Activities

Brian is a baseball coach for Central Dauphin Knights, spending a few hours per week on this non-investment related activity. He receives no compensation for this role.

Employment History
Current Registrations
Econ Wealth Management
February 2020 - Present · 6 yrs
State Registrations2 states
NHPA
Advisor
Exams
No exam information available for this advisor.
Brian Nicholas Zellers - Financial Advisor | TrueAdvisor