Kenneth
Ziegler

Interactive Financial Advisors

CRD#3199817
Investment Advisor
in Chandler, AZ

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About this Advisor

Kenneth Ziegler is a chartered financial consultant who works in Chandler, Arizona with a total of 13 years of relevant experience. Ziegler is on the advisory team at Interactive Financial Advisors. Throughout their career, they have worked at San Marcos Insurance Group and Interactive Financial Advisors. Ziegler holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona. Interactive Financial Advisors is a firm that has its headquarters in New Lenox, IL. The investment advisory business has offices in 23 locations and a total of 37 advisors. It administers $278 million in assets among its 3,090 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 3,090 customer accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fees charged by Interactive Financial Advisors most likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

585 W. Chandler Blvd.
Chandler, AZ 85225

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Interactive Financial Advisors Brokerage Details

Total Assets Under Management

$278,271,719

AZ Average: $6,674,516,078
Total Number of Employees

37

AZ Average: 44
Total Number of Accounts

3,090

AZ Average: 2,564
Average Account Size

$90,056

AZ Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kenneth Ziegler Work History

Kenneth has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

San Marcos Insurance Group

2010 - Present (14 years)

Interactive Financial Advisors

*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 Kenneth Ziegler 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 Interactive Financial Advisors

Brett Simms
Chicago, IL
Parker Bresette
Onalaska, WI
William Mullins
Heathsville, VA
Brigid Toothman
El Reno, OK
Dennis Wesel
New Lenox, IL
Brent Leavitt
Pahrump, NV
Andrew Hoskins
Fairfax, VA
April Blake
Warrenton, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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