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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey David Ziemann is a financial advisor with Q2 Wealth Management. He holds a Series 65 license and is registered with the state of Kentucky. He specializes in financial planning, portfolio management, and educational seminars. Jeffrey Ziemann is a Certified Financial Planner™ and is also licensed as an insurance agent for Q2 Wealth Insurance LLC.
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.
Personalized portfolio management to meet individual financial objectives.
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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KY
02/14/2022 - Present
Q2 Wealth Management (LEXINGTON KY)
IA
Issued 04/01/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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