Andres
Roodveldt
Zenith Wealth Advisors
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About this Advisor
Andres Roodveldt is a financial advisor who works in Scottsdale, Arizona, who has 1 year of industry experience. Roodveldt works at Zenith Wealth Advisors. Throughout their career, they have worked at First Western Trust, Cobiz Wealth / Bok Financial, The Milestone Group, Inc, Htlf/Arizona Bank & Trust and Vb&T Wealth Management LLC Dba Zenith Wealth Advisors. Roodveldt maintains Series 63, Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Arizona. Zenith Wealth Advisors is a financial advisory company based in Scottsdale, AZ. It administers $168 million in assets under management among its 166 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 166 customer accounts, 72% are associated with high-net-worth investors who have at least $1 million in investable assets. Zenith Wealth Advisors offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules vary depending on the financial services offered. Fee types billed by Zenith Wealth Advisors can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Zenith Wealth Advisors Brokerage Details
$167,933,615
3
166
$1,011,648
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Andres Roodveldt Work History
Andres has been registered as a financial advisor for 1 years.*
Vb&T Wealth Management LLC Dba Zenith Wealth Advisors
The Milestone Group, Inc
Htlf/Arizona Bank & Trust
Cobiz Wealth / Bok Financial
First Western Trust
First Western Trust
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andres Roodveldt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Zenith Wealth Advisors
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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