What departments does Zeller Kern Wealth Advisors have?

Zeller Kern Wealth Advisors has employees across 1 departments including Operations.

What is the largest department at Zeller Kern Wealth Advisors?

The largest department at Zeller Kern Wealth Advisors is Operations with 1 employees.

Where are Zeller Kern Wealth Advisors employees located globally?

Zeller Kern Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Zeller Kern Wealth Advisors's team size changed over time?

Zeller Kern Wealth Advisors's team has grown from approximately 2 to 3 employees based on available data.

Zeller Kern Wealth Advisors Employee Directory

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)

Find Zeller Kern Wealth Advisors employees' phone numbers or email addresses

Zeller Kern Wealth Advisors Global Highlights

North America
9

United States Of America
9

Zeller Kern Wealth Advisors's Leadership

L. M.
Director Of Operations
Mobile Phone
Email
K. S.
Wealth Planning Associate
Mobile Phone
Email

Zeller Kern Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Zeller Kern Wealth Advisors

Name

Title

Contact Info

Location

Last Update

L. M.
Director Of Operations
Mobile Phone
Email
UNITED STATES
Oct 18, 2024
K. S.
Wealth Planning Associate
Mobile Phone
Email

Frequently Asked Questions

What is Zeller Kern Wealth Advisors known for?

Zeller Kern Wealth Advisors was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 2377 Gold Meadow Way Suite 100 Gold River, California 95670 United States; you can contact the main corporate office by phone at

+1-916-436-****

. Explore Zeller Kern Wealth Advisors's company overview page for more information.

What is Zeller Kern Wealth Advisors's most common email format?

Zeller Kern Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Zeller Kern Wealth Advisors email formats with LeadIQ.

How many employees does Zeller Kern Wealth Advisors have currently?

Zeller Kern Wealth Advisors has approximately 2 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Zeller Kern Wealth Advisors's key employees and leadership?

As of April 2026, Zeller Kern Wealth Advisors's key employees include:

Director Of Operations: L. M.
Wealth Planning Associate: K. S.

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