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Kevin Michael Zeller

Trustage Investment Management

Madison, WI

Yardley, PA

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Current Employers
Trustage Investment Management

5910 Mineral Point Rd, Madison, WI 53705 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-05-02
  • PA RA
    APPROVED
    Since 2024-05-02

Branch Locations

5910 Mineral Point Rd, Madison, WI 53705 • United States

Yardley, PA • 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
Capital One Investing, Llc Wilmington DE 05/2015 04/2019
Navy Federal Financial Group, Llc Cherry Hill NJ 04/2019 05/2022
Navy Federal Investment Services, Llc Cherry Hill NJ 04/2019 05/2022
Cuna Brokerage Services, Inc. Waverly IA 08/2022 Present
Cuna Mutual Group Waverly IA 08/2022 Present
Unemployed Yardley PA 05/2022 08/2022
  • 05/2015 → 04/2019
    Capital One Investing, Llc
    Wilmington, DE
  • 04/2019 → 05/2022
    Navy Federal Financial Group, Llc
    Cherry Hill, NJ
  • 04/2019 → 05/2022
    Navy Federal Investment Services, Llc
    Cherry Hill, NJ
  • 08/2022 → Present
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 08/2022 → Present
    Cuna Mutual Group
    Waverly, IA
  • 05/2022 → 08/2022
    Unemployed
    Yardley, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-04-05
S63 Uniform Securities Agent State Law Examination 1998-06-15
  • S65 Uniform Investment Adviser Law Examination
    2004-04-05
  • S63 Uniform Securities Agent State Law Examination
    1998-06-15

View on SEC IAPD

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Other Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE
TRAVIS RICHARD HEISER
MICHAEL DONALD GANT
Renee Elizabeth Lucas
ORSAN M KHARBUSH
Matthew Miller

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

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