Zeller Kern Business Advisors

Overview

Zeller Kern Business Advisors is a small corporate advisory practice owned by an individual that operates primarily as a registered representative of a broker-dealer and as an insurance broker. Its client-facing advisory services emphasize financial planning and investor education, delivered through planning engagements and workshops. The firm charges clients on an hourly or fixed-fee basis rather than working on asset-based advisory fees. Regulatory and infrastructure details are limited in the available record. The firm does not identify as a capital allocator, does not report active ESG investing, and is not described as a multi-state adviser or pension consultant. The firm's classification in the available data is unclassified.

Investments & Alternatives