Kevin
Zylstra
Namcoa
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About this Advisor
Kevin Zylstra is a certified financial planner who works out of Naples, Florida with 7 years of relevant experience. Zylstra is an advisor for Namcoa. Over the course of their career, Zylstra has held roles at Global Wealth Consultants, LLC, Raymond James & Associate, Zeiders Enterprises, Inc and Naples Asset Management. Zylstra maintains a Series 63 license, which qualifies them as a securities agent, and is registered to serve investors in Florida. Namcoa is an advisory firm that has its headquarters in Naples, FL. The company has offices in 18 locations and a total of 14 financial advisors. It oversees $236 million in assets under management between its 251 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm provides services to two charities and foundations. Of its 251 client accounts, 17% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules typically vary depending on the services offered. Fee types charged by Namcoa can consist of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Namcoa Brokerage Details
$236,043,677
14
251
$940,413
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kevin Zylstra Work History
Kevin has been registered as a financial advisor for 7 years.*
Naples Asset Management
Zeiders Enterprises, Inc
Raymond James & Associate
Global Wealth Consultants, LLC
*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 Kevin Zylstra 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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Naples, FL
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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.