Brayden Zettle, financial advisor Lake Geneva WI

Brayden Zettle

CRD Number: 7436171
Current Firm: Raymond James Financial Services Advisors, Inc.

Brayden Zettle (CRD# 7436171) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Geneva, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Lake Geneva, WI Apr 2022 - Current 2
Raymond James Financial Services, Inc. Lake Geneva, WI Dec 2021 - Current 2
Form Wealth Advisors Lake Geneva, WI Dec 2021 - Current 2
Form Wealth, LLC Lake Geneva, WI Sep 2021 - Current 2
Raymond James Financial Services, Inc. Lake Geneva, WI Sep 2021 - Dec 2021 < 1
Adams Power Elkhorn, WI Jun 2021 - Sep 2021 < 1
University Of Wisconsin-whitewater Whitewater, WI Sep 2020 - May 2021 < 1
Pizza Hut Monroe, WI Jun 2020 - Sep 2020 < 1
University Of Wisconsin-whitewater Whitewater, WI Sep 2019 - May 2020 < 1
Colony Brands Monroe, WI Jun 2019 - Sep 2019 < 1
University Of Wisconsin-whitewater Whitewater, WI Sep 2018 - May 2019 < 1
Colony Brands Monroe, WI Jun 2018 - Sep 2018 < 1
Monroe High School Monroe, WI Sep 2014 - Jun 2018 3
Klondike Cheese Company Monroe, WI Jun 2017 - Aug 2017 < 1
Monroe Middle School Monroe, WI Sep 2011 - Jun 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2022
Contact Info for Brayden C. Zettle
Phone Number: 727-567-3020
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • 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, WY

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