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Michael William Zisa

Viking Wealth Management LLC

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About Michael William Zisa

Michael Zisa is an Investment Advisor Representative with Viking Wealth Management LLC. Michael has been in the financial services industry since 2001. Michael's previous experience includes roles with Royal Alliance Associates, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is registered in Pennsylvania. Michael is a licensed teacher with a passion for education and brings a unique perspective to financial planning. Michael helps individuals with their financial planning and provides investment advice for 401(k) plan participants.

Firm Information

Michael Zisa is currently registered with Viking Wealth Management LLC. Viking Wealth Management LLC is a Registered Investment Advisor with 1 licensed agent and 1 Investment Adviser Representative. The firm manages approximately $11,279,000 in assets for 40 clients, including high-net-worth individuals and individuals other than high-net-worth. They offer financial planning and portfolio management for individuals. The firm also provides investment advice for 401k plan participants.

$11.28M

Assets Under Management

Not reported

Total Clients

1

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment advice for 401k plan participants

Investment advice for 401k plan participants

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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Michael Zisa’s Registration & Firm History

PA

01/10/2020 - Present

Viking Wealth Management LLC (YARDLEY PA)

NJ

03/03/2005 - 12/31/2019

ROYAL ALLIANCE ASSOCIATES, INC. (PRINCETON NJ)

NY

07/12/2001 - 09/08/2004

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

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Licenses & Designations

BOTH

Issued 07/27/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael William Zisa.
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