Zenith Koy, financial advisor Bloomington MN
93 score

Zenith Koy

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Bloomington, MN Jan 2012 - Current 4
Home Referal Network Endina, MN Jan 2009 - Current 7
Ke Financial Center Zenith Koy Apple Valley, MN Aug 2003 - Current 13
World Financial Group Bloomington, MN Jun 2001 - Current 15
Zenith Koy St. Paul, MN Jan 2001 - Current 15
Transamerica Financial Advisors, Inc. Bloomington, MN Jan 2012 - Jan 2012 < 1
Investment Advisors International, Inc. Bloomington, MN Mar 2009 - Jan 2012 2
World Group Securities, Inc. Bloomington, MN Apr 2002 - Jan 2012 9
City 1st Mortgage Greenfield, WI Apr 2009 - Jan 2011 1
H&r Block St. Paul, MN Oct 1999 - Jan 2011 11
Coldwell Banker Burnet Woodburg, MN Mar 2003 - Jan 2009 5
Fox Mortgage St. Paul, MN Jul 2002 - Sep 2007 5
Garden Associate Minneapolis, MN Dec 2000 - Sep 2007 6
Garden Associate Minneapolis, MN Dec 2000 - Sep 2007 6
Bethmar Language Friedly, MN Oct 1997 - Sep 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Mar 2009
Contact Info for Zenith K. Koy
Phone Number: 727-299-1800
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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