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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Leroy Zylstra's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

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.

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

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

CRD#: 615

NAPLES, FL

Past

August 11, 1994 - June 9, 1998

WADDELL & REED

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".

NAMCOA

CRD#: 133978 / SEC#: 801-66945

RIA

Registered Investment Advisory firm - (7/5/2006 Approved)

Florida

Registered Investment Advisory firm - (11/20/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/10/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/26/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/27/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/10/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NAMCOA

CRD#: 133978 / SEC#: 801-66945

RIA

Registered Investment Advisory firm - (7/5/2006 Approved)

Florida

Registered Investment Advisory firm - (11/20/2006 Terminated)

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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

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (7/31/2025)

ADV WRAP BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts	462
AUM (Assets Under Management)	$ 312,332,592

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Kevin L. Zylstra

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Leroy Zylstra's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

GLOBAL WEALTH CONSULTANTS, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

WADDELL & REED

Primary Firm SEC Registration

NAMCOA

State Registrations and Notice Filings

Exams

Series 63

Date: 8/10/1994

SIE

Date: 1/26/2015

Series 7

Date: 1/27/1999

Series 6

Date: 8/10/1994

Current Firm

NAMCOA

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAMCOA

TRUST BUT VERIFY

Contact information

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