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Brad Nicholas Zoltak

Renaissance Investment Management

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About Brad Nicholas Zoltak

Brad Zoltak is a Registered Investment Advisor Representative with Renaissance Investment Management. Brad's career in the financial services industry began in 2003 at Robert W. Baird & Co. Incorporated. Brad is a Chartered Financial Analyst and holds the Series 7, 86, 87, and 66 licenses. Brad has expertise in portfolio management for individuals, businesses, and investment companies. Brad Zoltak has been with Renaissance Investment Management since January 2019.

Firm Information

Brad Zoltak is currently registered with Renaissance Investment Management. Renaissance Investment Management is an investment advisor headquartered in Covington, Kentucky. With over $2.5 billion in assets under management, the firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. Their services include wrap fee programs, discretionary and non-discretionary management, and customized investment strategies. Renaissance Investment Management has a team of 7 investment advisor representatives serving over 1,200 accounts.
Renaissance Investment Management

50 E. RIVERCENTER BLVD.

COVINGTON, KY 41011

$2.54B

Assets Under Management

16

Total Clients

7

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Brad Zoltak’s Registration & Firm History

KY

04/04/2019 - Present

Renaissance Investment Management (COVINGTON KY)

WI

09/23/2003 - 02/06/2006

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 11/15/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/15/2004

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 09/22/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brad Nicholas Zoltak.
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