Kevin J. Zywna

WEALTHWAY FINANCIAL ADVISORS

Norfolk, VA 23510

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CRD#: 2965258

Professional summary

Kevin John Zywna, CFP®, who also goes by Kevin Zywna, is a registered financial advisor currently at WEALTHWAY FINANCIAL ADVISORS located in Norfolk, Virginia.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kevin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin Zywna

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 John Zywna'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: 2001

Experience

Current

March 26, 2007 - Present

WEALTHWAY FINANCIAL ADVISORS

Office #1: 440 Monticello Ave, Suite 1620, Norfolk, VA 23510

RIA

CRD#: 108824

Norfolk, VA

Past

January 28, 2003 - March 15, 2007

WAYPOINT ADVISORS, LLC

RIA

CRD#: 115810

NORFOLK, VA

Past

February 11, 1998 - January 10, 2003

WEALTHWAY FINANCIAL ADVISORS

RIA

CRD#: 108824

VIRGINIA BEACH, VA

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".

WEALTHWAY FINANCIAL ADVISORS

BUNTING CAPITAL MANAGEMENT INC | WEALTHWAY FINANCIAL ADVISORS

CRD#: 108824 / SEC#: 801-113051

RIA

Registered Investment Advisory firm - (5/8/2018 Approved)

North Carolina

Registered Investment Advisory firm - (11/28/2018 Terminated)

Virginia

Registered Investment Advisory firm - (11/28/2018 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

North Carolina
(1/8/2024)

IAR

Virginia
(3/26/2007)

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

IAR

Series 65

Date: 10/14/1997

Uniform Investment Adviser Law Examination

Current Firm

WEALTHWAY FINANCIAL ADVISORS

BUNTING CAPITAL MANAGEMENT INC | WEALTHWAY FINANCIAL ADVISORS

CRD#: 108824 / SEC#: 801-113051

RIA

Registered Investment Advisory firm - (5/8/2018 Approved)

North Carolina

Registered Investment Advisory firm - (11/28/2018 Terminated)

Virginia

Registered Investment Advisory firm - (11/28/2018 Terminated)

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Contact information

Main Address

440 Monticello Ave, Suite 1620, Norfolk, VA 23510

Mailing Address

Phone number

(757) 456-2200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/6/2025)

Regulatory assets under management

Total Number of Accounts	561
AUM (Assets Under Management)	$ 210,471,000

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.

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Kevin J. Zywna

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin John Zywna's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHWAY FINANCIAL ADVISORS

WAYPOINT ADVISORS, LLC

WEALTHWAY FINANCIAL ADVISORS

Primary Firm SEC Registration

WEALTHWAY FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/14/1997

Current Firm

WEALTHWAY FINANCIAL ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHWAY FINANCIAL ADVISORS

TRUST BUT VERIFY

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