Jonathon Paul Zetlmaier

Employer firm

Zetlmaier Wealth Management LLC CRD 327128

$44.3M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2014 → 12/2020
  Madrona Financial Group
  Seattle, WA
• 09/2014 → 01/2024
  Voya Financial Advisors
  Seattle, WA
• 01/2021 → Present
  Zetlmaier Wealth Management Llc
  Seattle, WA

Previous Registrations

• 2011-08-24 → 2024-04-02
  Voya Financial Advisors, Inc.
  Tacoma, WA
  Irvine, CA
  Columbus, OH
  Portland, OR
  Seattle, WA
• 2006-12-05 → 2011-07-18
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2006-05-18 → 2006-12-05
  Nationwide Investment Services Corporation
  Spokane, WA
  Folsom, CA
  Sacramento, CA

Other Businesses

NAME OF ENTITY: Our Lady of Guadalupe Catholic Youth Organization; No; 7000 35th Ave SW; Seattle; WA; 98126; youth sports league; Treasurer; 9/11/2019; 10; 0; Assisting athletic director, helping with annual dinner and golf event, prepare financial reports from fundraisers, league dues, and org expenses|; NAME OF ENTITY: Washington Athletic Club; No; 1325 6th Ave; Seattle; WA; 98101; Athletic Club; Board of Governors; 8/1/2020; 4; 0; Promoting the club to current and prospective members. Voting on various club issues and plans.

Exams

• S66 Uniform Combined State Law Examination
  2006-05-15
• S63 Uniform Securities Agent State Law Examination
  1997-09-29

Designations

• Certified Financial Planner