Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Zehnder is a financial advisor registered with EP Wealth Advisors. Andrew holds a Series 65 license and is active in the investment advisor industry. Andrew's specializations include retirement planning, portfolio management, and financial planning. Andrew has over 10 years of experience in the financial services industry. Andrew previously held positions at Private Client Services, LLC and Invest Financial Corporation.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
01/03/2025 - Present
EP Wealth Advisors (Brighton MI)
MI
06/01/2017 - 12/12/2022
PRIVATE CLIENT SERVICES, LLC (Brighton MI)
MI
03/04/2009 - 06/02/2017
INVEST FINANCIAL CORPORATION (FRANKENMUTH MI)
MI
03/04/2003 - 03/06/2009
ROYAL ALLIANCE ASSOCIATES, INC. (FRANKENMUTH MI)
CA
09/28/1992 - 03/14/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 06/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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