Steven
Zeller
Commonwealth Financial Network
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About this Advisor
Steven Zeller is a certified financial planner who works out of Rancho Cordova, California who has 16 years of relevant experience. Zeller currently works for Commonwealth Financial Network. Over the course of their career, they have held roles at Commonwealth Financial Network and Zeller & Kern Private Wealth Management. Zeller has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Commonwealth Financial Network is a financial advisory firm that has its headquarters in Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 advisors. It manages $146 billion in assets under management across its 585,629 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to 2,108 charitable organizations. Of its 585,629 client accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically are based on which services the firm provides the client. However, fee types charged by Commonwealth Financial Network can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Steven Zeller Work History
Steven has been registered as a financial advisor for 16 years.*
Commonwealth Financial Network
Zeller & Kern Private Wealth Management
*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 Steven Zeller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
