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Catherine Ann Zieman

Advisory Services Network

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About Catherine Ann Zieman

Catherine Zieman is a financial professional with over 30 years of experience in the industry. Catherine currently works at Advisory Services Network in Atlanta, GA, as a registered representative. Catherine is a Certified Financial Planner and has expertise in financial planning, portfolio management for individuals, and selection of other advisers. Catherine has previously worked at NEUBERGER BERMAN LLC and NORTHERN TRUST SECURITIES, INC., amongst others. Catherine Zieman's commitment to her clients is reflected in her experience and diverse areas of expertise.

Firm Information

Catherine Zieman is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Catherine Zieman’s Registration & Firm History

GA

01/29/2025 - Present

Advisory Services Network (ATLANTA GA)

FL

03/12/2013 - 07/12/2016

NEUBERGER BERMAN LLC (WEST PALM BEACH FL)

FL

07/25/2001 - 03/07/2013

NORTHERN TRUST SECURITIES, INC. (BOCA RATON FL)

TX

07/02/1991 - 11/24/1997

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

09/23/1983 - 05/29/1991

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 08/06/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/04/1993

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 07/12/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Catherine Ann Zieman.
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