Bryan Lee Zichterman

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 08/2007 → 10/2023
  Raymond James & Associates
  Holland, MI
• 08/2015 → 09/2018
  Lakeshore Storm Softball
  Holland, MI
• 10/2020 → 04/2023
  Advocare
  Hudsonville, MI
• 10/2023 → Present
  Raymond James Financial Services, Inc.
  Holland, MI
• 10/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Holland, MI
• 10/2023 → Present
  Zichterman Wealth Management
  Holland, MI

Previous Registrations

• 2010-10-12 → 2023-10-09
  Raymond James & Associates, Inc.
  Holland, MI
  Grand Rapids, MI

Other Businesses

(1)Name of Business: Drifter Lee Enterprises LLC Address: 7777 Brindlewood Ct, Hudsonville , MI, 49426, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/06/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner. Financial oversight 2)Name of Business: PC Lee Enterprises LLC Address: 7777 Brindlewood Ct, Hudsonville, MI, 49426, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/13/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: For personal Real Estate opportunities. Leased space in Baker Lofts which is being Subleased to Raymond James. No profit on sublease. On 10-3-23 I went from RJA to RJFS and this LLC is what i use for expenses and ZWM revenue goes to me and then over to PC Lee LLC, below #'s reflect Zichterman Wlth Mgmt revenue at RJFS. (3 Name of Business: Zichterman and Clark LLC Address: 7777 Brindlewood Ct, Hudsonville, MI, 49426, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 03/05/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part owner of Real Estate as a partner.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-05
• S63 Uniform Securities Agent State Law Examination
  1998-11-04

Other Names

• Zig Zichterman
• Ziggy Zichterman