Kevin L. Zylstra
NAMCOA
Naples, FL
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CRD#: 2517604
Professional summary
Kevin Leroy Zylstra, CFP® is a registered financial advisor currently at NAMCOA located in Naples, Florida.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Kevin has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Business Succession Planning
Estate Planning
Investment Planning
Education Planning
Insurance Planning
Comprehensive Financial Planni...
Retirement Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)ZEIDERS ENTERPRISES, INC.
ADDRESS: 2750 KILLARNEY DRIVE SUITE 100,WOODBRIDGE, VA
NATURE OF THE BUSINESS: PART TIME HOURLY EMPLOYEE
POSITION/TITLE: EMPLOYEE INVESTMENT RELATED:NO
START DATE: 05/28/2013
HOURS PER MONTH DEVOTED TO THIS BUSINESS: 3 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: ON-DEMAND PFC (PERSONAL FINANCIAL COUNSELOR) ZEIDERS CONTRACTS WITH THE DEPARTMENT OF DEFENSE TO PROVIDE PERSONAL FINANCIAL COUNSELORS TO MILITARY FAMILIES. COUNSELING ON GENERAL FINANCIAL CONCERNS AND WHAT IS AVAILABLE TO THEM THROUGH MILITARY SOURCES.
(2) BEMYDD ADDRESS: NAPLES, FL NATURE OF THE BUSINESS: PART TIME HOURLY EMPLOYEE POSITION/TITLE: EMPLOYEE INVESTMENT RELATED:NO START DATE: 05/01/2013 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 1 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: FROM TIME TO TIME I GET A CALL TO BE A DRIVER USUALLY DURING LATE NIGHT TO EITHER PICK SOMEONE UP OR JUST DRIVE FOR THEM DURING THE EVENING. VERY IN FREQUENT, SINCE MAY I HAVE DRIVEN 3 TIMES.
(3) Landlord ADDRESS: 1260 NORTH ALHAMBRA CIRCLE 34103,NAPLES, FL NATURE OF THE BUSINESS: RENTAL REAL ESTATE POSITION/TITLE: PROPRIETOR/OWNER INVESTMENT RELATED:YES START DATE: 10/01/2014 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 3 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: I OWN A DUPLEX, THAT I WILL BE RENTING OUT ONE UNIT THE START OF OCT 2014AND I WILL BE LIVING IN THE OTHER UNIT THE START OF NOVEMBER 2014
(4) FINANCIALCORP Equipment Finance. January 2015 to Present. Job Title: National Account Representative. Work: Full Time as an employee. Nature of Business: broker equipment financing specializing in medical imaging equipment. Not investment related
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Leroy Zylstra's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Experience
Current
February 29, 2016 - Present
NAMCOA
RIA
CRD#: 133978
Naples, FL
Past
November 25, 2013 - January 26, 2015
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
NAPLES, FL
Past
November 22, 2013 - January 26, 2015
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
NAPLES, FL
Past
May 6, 2013 - November 22, 2013
GLOBAL WEALTH CONSULTANTS, LLC
RIA
CRD#: 144221
NAPLES, FL
Past
July 25, 2011 - December 1, 2011
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
ESTERO, FL
Past
July 18, 2011 - December 1, 2011
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
ESTERO, FL
Past
March 19, 2009 - July 11, 2011
NEW ENGLAND SECURITIES
RIA
CRD#: 615
NAPLES, FL
Past
June 9, 1998 - July 11, 2011
NEW ENGLAND SECURITIES
BD
CRD#: 615
NAPLES, FL
Past
August 11, 1994 - June 9, 1998
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NA
NAMCOA
DST INVESTMENTS | ROBIN HANOVER FINANCIAL CONSULTING | NAPLES ASSET MANAGEMENT CO., LLC | NAPLES ASSET MANAGEMENT CO, LLC | NAMCOA | NAMCO BENEFITS | NAMCO AML | NAMCO 401K | NAMCAO | MY ALTS DATA | MCGIBBON ASSET MANAGEMENT | INFINITY FINANCIAL, LLC | INFINITE WEALTH ADVISORS | GREEN VALLEY WEALTH ADVISORS | FLRETIRE.COM | FIRST OREGON | FIRST OF GEORGIA | DST NEWS
CRD#: 133978 / SEC#: 801-66945
RIA
Registered Investment Advisory firm - (7/5/2006 Approved)Florida
Registered Investment Advisory firm - (11/20/2006 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(2/29/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
NA
NAMCOA
DST INVESTMENTS | ROBIN HANOVER FINANCIAL CONSULTING | NAPLES ASSET MANAGEMENT CO., LLC | NAPLES ASSET MANAGEMENT CO, LLC | NAMCOA | NAMCO BENEFITS | NAMCO AML | NAMCO 401K | NAMCAO | MY ALTS DATA | MCGIBBON ASSET MANAGEMENT | INFINITY FINANCIAL, LLC | INFINITE WEALTH ADVISORS | GREEN VALLEY WEALTH ADVISORS | FLRETIRE.COM | FIRST OREGON | FIRST OF GEORGIA | DST NEWS
CRD#: 133978 / SEC#: 801-66945
RIA
Registered Investment Advisory firm - (7/5/2006 Approved)Florida
Registered Investment Advisory firm - (11/20/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
107 Kilson Drive Suite 206, Mooresville, NC 28117
Mailing Address
999 Vanderbilt Beach Road Suite 200, Naples, FL 34108
Phone number
(239) 593-5525
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 462 |
| AUM (Assets Under Management) | $ 312,332,592 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
