Best Investors Account Sign in
Inactive

Andrew Jason Zehnder

Ep Wealth Advisors

Brighton, MI

Torrance, CA

Claim This Profile
Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-03
CA RA APPROVED 2025-01-02
  • MI RA
    APPROVED
    Since 2025-01-03
  • CA RA
    APPROVED
    Since 2025-01-02

Branch Locations

135 W North St, Brighton, MI 48116 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • 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
Invest Financial Corporation Frankenmuth MI 03/2009 06/2017
Executive Wealth Management Brighton MI 03/2009 12/2024
Private Client Services Llc Louisville KY 06/2017 12/2022
Ep Wealth Advisors, Llc Brighton MI 12/2024 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-16
S63 Uniform Securities Agent State Law Examination 1992-10-02
  • S65 Uniform Investment Adviser Law Examination
    2010-06-16
  • S63 Uniform Securities Agent State Law Examination
    1992-10-02

View on SEC IAPD

Other Firms

ACCELERATE RETIREMENT
EQUITABLE ADVISORS, LLC
HBW ADVISORY SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FIFTH THIRD SECURITIES, INC.
FOGUTH WEALTH MANAGEMENT, LLC.
CETERA INVESTMENT ADVISERS LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Other Investors

CHRISTOPHER RONALD HOPKINS
MICHAEL JAMES LAY
KEVIN EDMUND CROSS
TODD ANTHONY PERRY
Christopher WIlliam Toro
ALBERT PINGREE HERZOG
DANIEL COYE WEAVER
ALBERT PINGREE HERZOG

Other Offices

EP WEALTH ADVISORS · 48116, MI
EP WEALTH ADVISORS · Brighton, MI
ACCELERATE RETIREMENT · Brighton, MI
EQUITABLE ADVISORS, LLC · BRIGHTON, MI
HBW ADVISORY SERVICES LLC · BRIGHTON, MI
AMERIPRISE FINANCIAL SERVICES, LLC · BRIGHTON, MI
FIFTH THIRD SECURITIES, INC. · BRIGHTON, MI
FOGUTH WEALTH MANAGEMENT, LLC. · BRIGHTON, MI

More in Brighton, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor