Erick Zanner (CRD# 1068709) is an Investment Advisor Representative working at Weinberg Advisory Group in Columbus, OH and has over 33 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Weinberg Advisory Group | Columbus, OH | Dec 2017 - Current | 6 |
| Capital University | Columbus, OH | Aug 2008 - Current | 15 |
| Jdm Investment Counsel, LLC | Bexley, OH | Jul 2008 - Dec 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1991 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management50MILLIONS
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Total Number of Accounts130ACCOUNTS
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Average Account Value$383,846
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Other
OH
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