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Gerald William Zelko

Balboa Wealth Partners, Inc.

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About Gerald William Zelko

Gerald Zelko is a financial advisor with Balboa Wealth Partners, Inc.. Gerald is a Registered Investment Advisor (RIA) with licenses in both Arizona and California. Gerald's experience spans over two decades, having previously held roles with UBS Financial Services Inc. and Wells Fargo Advisors LLC. Gerald has a strong track record of assisting clients with financial planning, pension consulting, and portfolio management for both individuals and businesses. His services extend to providing investment advice and selecting other advisors for his clients.

Firm Information

Gerald Zelko is currently registered with Balboa Wealth Partners, Inc.. Balboa Wealth Partners, Inc. is an investment advisor registered with the SEC, headquartered in SCOTTSDALE, AZ. The firm manages approximately $775,979,843 in assets for individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. They offer financial planning, pension consulting, portfolio management for individuals, and selection of other advisers. They participate in a wrap fee program.
Balboa Wealth Partners, Inc.

6263 NORTH SCOTTSDALE ROAD

SCOTTSDALE, AZ 85250

$775.98M

Assets Under Management

Not reported

Total Clients

22

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 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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percentage of assets

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

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Gerald Zelko’s Registration & Firm History

AZ

02/03/2025 - Present

Balboa Wealth Partners, Inc. (SCOTTSDALE AZ)

CA

02/16/2007 - 10/17/2018

WELLS FARGO CLEARING SERVICES, LLC (NEWPORT BEACH CA)

CA

06/04/1997 - 03/01/2007

UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 07/07/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 06/03/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gerald William Zelko.
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