Zenith Investments

Zenith Investments (CRD# 120790) is a financial advisory firm headquartered in , . They manage $9,519,940 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $186,665
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Zenith Investments
Showing 1 - 1 of 1 top financial advisors.
1
Bradford D. Lohiser
CRD#: 4542401
Concord Township, OH
90
Wealthminder
score

Bradford Lohiser (CRD# 4542401) is an Investment Advisor Representative working at Zenith Investments in Concord Township, OH and has 1 year of experience in the finance industry. Bradford Lohiser 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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