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Alynne Deanne Zielinski

Marcum Wealth, LLC

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About Alynne Deanne Zielinski

Alynne Zielinski is a financial advisor with Marcum Wealth, LLC. Alynne has been in the industry since 2010, and is a Certified Financial Planner. Alynne has experience with a variety of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Alynne is registered with the state of Ohio.

Firm Information

Alynne Zielinski is currently registered with Marcum Wealth, LLC. Marcum Wealth, LLC is an investment advisor registered with the SEC based in Cleveland, OH. The firm manages over $2.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Marcum Wealth offers financial planning, portfolio management, pension consulting, and other advisory services.
Marcum Wealth, LLC

6685 BETA DRIVE

CLEVELAND, OH 44143

$2.58B

Assets Under Management

146

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alynne Zielinski’s Registration & Firm History

OH

10/10/2017 - Present

Marcum Wealth, LLC (Mayfield Village OH)

OH

03/08/2016 - 08/29/2017

FIDELITY BROKERAGE SERVICES LLC (WOODMERE VILLAGE OH)

CA

08/16/2013 - 03/01/2016

WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)

CA

08/16/2010 - 08/19/2013

EDWARD JONES (MODESTO CA)

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Licenses & Designations

BOTH

Issued 08/27/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alynne Deanne Zielinski.
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