Zeller Kern Wealth Advisors

Financial ServicesCalifornia, United States2-10 Employees

Zeller Kern is a comprehensive, financial services firm built on trust, transparency, and a high level of proactive communication and service. We provide innovative solutions tailored to individuals, business owners, and their families. We help Sacramento area business owners with their business exit planning and preparation.


Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Zeller Kern is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d 
AGE-8605539.1(11/25)(Exp.11/29)

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