Best Investors Account Sign in
Inactive

Todd John Lietz

Zenith Advisory Group, LLC

The Villages, FL

Ocala, FL

CRD 7825585

Claim This Profile
Employer firm

Zenith Advisory Group, LLC CRD 321689

$115M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

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

Current Employers
Zenith Advisory Group, Llc

1068 Lake Sumter Landing, The Villages, FL 32162 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-12-18
  • FL RA
    APPROVED
    Since 2023-12-18

Branch Locations

1068 Lake Sumter Landing, The Villages, FL 32162 • United States

1900 Se 18Th Ave, Ocala, FL 34471 • 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
Florida State Fire College Ocala FL 05/2014 12/2022
Northwestern Mutual Jacksonville FL 01/2023 06/2023
L2 Defense Jupiter FL 05/2014 12/2023
Zenith Advisory Group The Villages FL 07/2023 10/2023
Zenith Advisory Group, Llc The Villages FL 10/2023 Present
Marion County Fire Rescue Ocala FL 02/2008 12/2022
  • 05/2014 → 12/2022
    Florida State Fire College
    Ocala, FL
  • 01/2023 → 06/2023
    Northwestern Mutual
    Jacksonville, FL
  • 05/2014 → 12/2023
    L2 Defense
    Jupiter, FL
  • 07/2023 → 10/2023
    Zenith Advisory Group
    The Villages, FL
  • 10/2023 → Present
    Zenith Advisory Group, Llc
    The Villages, FL
  • 02/2008 → 12/2022
    Marion County Fire Rescue
    Ocala, FL
Other Businesses

Rental property that receives rental income through Air BnB Licensed Insurance Agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-17
  • S65 Uniform Investment Adviser Law Examination
    2023-10-17

View on SEC IAPD

Nearby Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STRATEGIC ADVISERS LLC
MORGAN STANLEY

Nearby Investors

TODD BLANKENSHIP
KEVIN GANUS
MICHAEL HARRISON

Nearby Offices

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · THE VILLAGES, FL
STRATEGIC ADVISERS LLC · THE VILLAGES, FL
MORGAN STANLEY · The Villages, FL

More in The Villages, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor