Kami L Zonin

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2001 → 09/2025
  Avantax Investment Services, Inc.
  Freehold, NJ
• 04/2007 → 09/2025
  Avantax Advisory Services
  Freehold, NJ
• 06/2014 → 09/2025
  Avantax Insurance Agency, Llc
  Freehold, NJ
• 08/2025 → Present
  Cetera Investment Advisers, Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Palm Coast, FL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Freehold, NJ

Previous Registrations

• 2007-04-11 → 2025-09-05
  Avantax Advisory Services
  Toms River, NJ
  Pt. Pleasant, NJ
  Freehold, NJ
  Palm Coast, FL
  Dallas, TX
  Palm Coast, FL

Other Businesses

|Kami L Zonin~'NIR'~703 Richmond Ave~Pt. Pleasant Beach~NJ~08742~Business Manager~Owner/Sole Proprietor~1/1/2010~86hrs~86hrs~Manage office operations, hire, train and manage staff. Also write plans for splitting assets in divorce.|Kami Zonin, CDFA~'NIR'~703 Richmond Ave~Pt. Pleasant Beach~NJ~08742~Financial Planning~Owner/Sole Proprietor~1/1/2011~5hrs~5hrs~Work with couples/individuals and their attorney(s) to help develop and analyze settlement agreements in a divorce case.|ZN 35 Court Street LLC~'NIR'~35 Court Street~Freehold~NJ~07728~Real Estate/Mortgage/Title Services/Appraisal~Owner/Sole Proprietor~10/1/2012~1hrs~0hrs~Commercial Real Estate Rental; Passive Income through K1 Partnership|Kami Zonin~'NIR'~703 Richmond Ave~Pt. Pleasant Beach~NJ~08742~Financial Planning~President~3/1/2011~10hrs~10hrs~To help attorney's and clients in divorce situations determine the most advantageous way to split assets and to develop a financial plan to help "project" cash flow.|MONEY ZONE FOR WOMEN POSITION: Facilatator NATURE: It is a program for women that takes them through 6 sessions, over the course of 6 months, of uncovering their relationship with money; their money scripts. We will set financial and personal goals, learn, on a high level important wealth management issues to address in a plan. They will be monthly webinars. They will receive a padfolio to take notes in, forms and important documents for their files and a hard copy and electronic version of color coded, "important documents" set. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 35 Court Street, Freehold NJ 07728, United States DESCRIPTION: First, I will have a 60 minute goal setting session with each participant. I will be facilitating the monthly webinars.| ZONIN WEALTH MANAGEMENT POSITION: Owner/Financial Advisor NATURE: it is a DBA. Financial Planning firm with multiple advisors and admin. We provide investment management in addition to comprehensive financial planning INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/02/2010 ADDRESS: 35 Court Street, Freehold NJ 07728, United States DESCRIPTION: I am a FA that meets with clients, deliver financial plans, research and analysis. I also manage the employees.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-11-22

Designations

• Certified Financial Planner

Other Names

• Kami Novi