Kevin Zywna, financial advisor Norfolk VA

Kevin Zywna

CRD Number: 2965258
Current Firm: Wealthway Financial Advisors

Kevin Zywna (CRD# 2965258) is an Investment Advisor Representative working at Wealthway Financial Advisors in Norfolk, VA and has over 26 years of experience in the finance industry. Kevin Zywna has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wealthway Financial Advisors Norfolk, VA Mar 2007 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 1997
Contact Info for Kevin J. Zywna
Phone Number: 757-456-2200
Registered State(s):
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    190
    MILLIONS
  • Total Number of Accounts
    585
    ACCOUNTS
  • Average Account Value
    $325,381
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

NC, VA

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