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Rodney Andrew Zoyhofski

LPl Financial LLC

Canton, OH

CRD 1852003

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2011-10-12
OH RA APPROVED 2004-05-27
  • TX RA
    APPROVED
    Since 2011-10-12
  • OH RA
    APPROVED
    Since 2004-05-27

Branch Locations

4001 Whipple Ave Nw, Unit 102, Canton, OH 44718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Canton OH 05/2004 Present
Previous Registrations
  • 2000-01-03 → 2004-05-25
    Ws Griffith Securities, Inc.
    Canton, OH
Other Businesses

1. 4/9/2004 - DBA ONLY - ZOYHOFSKI FINANCIAL SERVICES, LLC. 2. 4/9/2004 - NON-VARIABLE INSURANCE - SELL DISABILITY, LIFE, HEALTH, LTC, P&C. 3. 2/23/2006 - ACT IN A FIDUCIARY CAPACITY - ZOYHOFSKI FINANCIAL SERVICES, LLC - I AM TRUSTEE ON MY OFFICE 401K PLAN. 4. 9/1/2011 - OTHER-INVESTMENT MANAGEMENT PARTNERSHIP - RODNEY & ADENA ZOYHOFSKI, LTD - PARTNERSHIP WAS ESTABLISHED TO MANAGE INVESTMENTS INSIDE A VEHICLE TO FOR ESTATE PLANNING. - TIME SPENT 1%. 5. 12/30/2021 - Zoyhofski Wealth Mgmt - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/15/2021 - 0 Hours Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-03
S63 Uniform Securities Agent State Law Examination 1993-01-13
  • S66 Uniform Combined State Law Examination
    2011-10-03
  • S63 Uniform Securities Agent State Law Examination
    1993-01-13
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Rodney Andrew Zoyhofski
  • Rodney Andrew Zoyhofski, Cfp

View on SEC IAPD

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