Zenith KoyCRD Number: 3001880
Current Firm: Transamerica Financial Advisors, Inc.
Zenith Koy (CRD# 3001880) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Bloomington, MN and has over 24 years of experience in the finance industry.
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
Abens Financial Services Inc.
|Legacy Shield||Ponte Vedra, FL||Jul 2021 - Current||1|
|Net Law||Louisville, KY||Mar 2019 - Current||3|
|Transamerica Financial Advisors, Inc.||Bloomington, MN||Jan 2012 - Current||10|
|Home Referal Network||Endina, MN||Jan 2009 - Current||13|
|Ke Financial Center Zenith Koy||Apple Valley, MN||Aug 2003 - Current||18|
|World Financial Group||Bloomington, MN||Jun 2001 - Current||21|
|Zenith Koy||St. Paul, MN||Jan 2001 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2009|
Total Assets Under Management1,759MILLIONS
Total Number of Accounts50,030ACCOUNTS
Average Account Value$35,152
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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