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Kevin Raymond Zellers

Advisors Asset Management, Inc.

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About Kevin Raymond Zellers

Kevin Zellers is a financial advisor registered with Advisors Asset Management, Inc. Kevin is a registered representative (Series 7 and Series 66) and is currently active in Louisiana, Oklahoma and Texas. Kevin has a diverse employment history in the financial industry, including roles with MORGAN STANLEY, AMUNDI DISTRIBUTOR US, INC., KEY INVESTMENT SERVICES LLC, H&R BLOCK FINANCIAL ADVISORS, INC. and UBS FINANCIAL SERVICES INC. Kevin focuses on portfolio management for individuals, businesses and investment companies.

Firm Information

Kevin Zellers is currently registered with Advisors Asset Management, Inc.. Advisors Asset Management, Inc. is a corporation formed in 2008 and headquartered in Monument, Colorado. The firm provides investment advisory services to individuals, businesses, and pooled investment vehicles. They specialize in portfolio management and serve a wide range of clients including individuals, corporations, investment companies, pension plans, and other investment advisors. The firm is registered with the SEC and in all 50 states and the District of Columbia. Their website and social media presence provide access to their services and resources.
Advisors Asset Management, Inc.

18925 BASE CAMP ROAD

MONUMENT, CO 80132

$3.85B

Assets Under Management

Not reported

Total Clients

185

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.

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supervisor/evaluator to unit investment trusts

Supervisor/evaluator to unit investment trusts

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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Kevin Zellers’s Registration & Firm History

TX

08/16/2023 - Present

Advisors Asset Management, Inc. (Dallas TX)

TX

05/04/2022 - 08/03/2023

MORGAN STANLEY (Plano TX)

MA

04/03/2012 - 04/11/2022

AMUNDI DISTRIBUTOR US, INC. (BOSTON MA)

OH

11/03/2006 - 04/03/2012

KEY INVESTMENT SERVICES LLC (STRONGSVILLE OH)

OH

12/17/2004 - 11/07/2006

H&R BLOCK FINANCIAL ADVISORS, INC. (SEVEN HILLS OH)

NJ

08/02/2002 - 01/12/2005

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

05/12/2000 - 08/07/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/26/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Kevin Raymond Zellers. Review regulatory record here.
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