Bradley Zoeller, financial advisor Fostoria OH

Bradley Zoeller

CRD Number: 6966191
Current Firm: Edward Jones

Bradley Zoeller (CRD# 6966191) is an Investment Advisor Representative working at Edward Jones in Fostoria, OH and has over 3 years of experience in the finance industry.

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Edward Jones
Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2019 - Current 3
Concordance Healthcare Solutions Tiffin, OH Mar 2019 - Jun 2019 < 1
Bowling Green State University Bowling Green, OH Aug 2016 - May 2019 2
Burns Financial Solutions Arcadia, OH Sep 2018 - Mar 2019 < 1
Concordance Healthcare Solutions Tiffin, OH May 2017 - Aug 2018 1
Charles Schwab Perrysburg, OH May 2018 - Jul 2018 < 1
New Riegel Local Schools New Riegel, OH Mar 2017 - May 2018 1
Dundore Plumbing And Heating Tiffin, OH Jan 2016 - Dec 2016 < 1
Manpower Findlay, OH May 2016 - Jul 2016 < 1
New Riegel Local Schools New Riegel, OH Aug 2004 - May 2016 11
New Riegel Local Schools New Riegel, OH Jun 2012 - Aug 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Bradley Zoeller
Phone Number: 314-515-2000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, WY

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