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Christal Maylee Green

Zeiser Wealth Management LLC

Hot Springs, AR

Fayetteville, AR

CRD 3030027

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Employer firm

Zeiser Wealth Management LLC CRD 285956

$67.0M regulatory AUM 13 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Zeiser Wealth Management Llc

1702 Malvern Avenue, Suite A, Hot Springs, AR 71901 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2017-03-01
  • AR RA
    APPROVED
    Since 2017-03-01

Branch Locations

1702 Malvern Avenue, Suite A, Hot Springs, AR 71901 • United States

Fayetteville, AR • 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 Charlotte NC 11/2008 03/2017
Triad Advisors, Inc. Norcross GA 03/2017 02/2019
Zeiser Wealth Management Llc Hot Springs AR 03/2017 Present
Previous Registrations
Other Businesses

1)Zeiser Wealth Management, LLC;investment related;1702 Malvern Ave,Suite A,Hot Springs,AR 71901;dba;director of operations;3/1/2017;120 hrs/month;6.5 hrs during trading;prepare all account related paperwork,process monetary transactions,maintain all accounts and account related activities 2)Ferrellgas,Inc;investment related;7500 College Boulevard,Suite 1000,Overland Park,KS 66210;real estate lease agreement;lessor;7/2/2015;0 hrs/month;0 hrs during trading;Ferrellgas leases land and building that my husband and I own.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-28
S63 Uniform Securities Agent State Law Examination 1998-04-30
  • S65 Uniform Investment Adviser Law Examination
    1998-10-28
  • S63 Uniform Securities Agent State Law Examination
    1998-04-30
Other Names
  • Christal Maylee Clayton
  • Christal M Hughes
  • Christal Maylee Hughes

View on SEC IAPD

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