Kevin
Zywna
Wealthway Financial Advisors
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About this Advisor
Kevin Zywna is a certified financial planner who works in Norfolk, Virginia with 16 years of relevant experience. Zywna currently works for Wealthway Financial Advisors. They have spent all of their career at Wealthway Financial Advisors. Zywna maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Virginia. Wealthway Financial Advisors is a registered investment firm operating out of Norfolk, VA. It manages $164 million in total assets across its 561 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 561 customer accounts, 40% belong to high-net-worth investors who have more than $1 million in assets available to invest. Wealthway Financial Advisors performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and other services. A financial advisor's fees typically are based on which services the firm provides the client. However, fee types charged by Wealthway Financial Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthway Financial Advisors Brokerage Details
$164,311,000
4
561
$292,889
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Kevin Zywna Work History
Kevin has been registered as a financial advisor for 16 years.*
Bunting Capital 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 Kevin Zywna 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 Wealthway Financial Advisors
Norfolk, VA
Norfolk, VA
Norfolk, VA
Norfolk, VA
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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.
