Andrew Jason Zehnder

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

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

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

Current Employers

Employment History

• 03/2009 → 06/2017
  Invest Financial Corporation
  Frankenmuth, MI
• 03/2009 → 12/2024
  Executive Wealth Management
  Brighton, MI
• 06/2017 → 12/2022
  Private Client Services Llc
  Louisville, KY
• 12/2024 → Present
  Ep Wealth Advisors, Llc
  Brighton, MI

Previous Registrations

• 2010-11-04 → 2025-01-21
  Executive Wealth Management, Llc
  Brighton, MI
  Frankenmuth, MI
  Frankenmuth, MI
• 2010-11-04 → 2017-06-02
  Invest Financial Corporation
  Frankenmuth, MI
  Appleton, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-16
• S63 Uniform Securities Agent State Law Examination
  1992-10-02