Kyle R. Zeller

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Columbus, OH 43215

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CRD#: 3107696

Professional summary

Kyle R Zeller, AIF® is a registered financial advisor currently at SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP located in Columbus, Ohio.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kyle has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

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.

SCHNEIDER DOWNS INSURANCE ADVISORS, INDEPENDENT INSURANCE SALES, COMMENCED 10/2000, LP, INVESTMENT RELATED, 20 HOURS/MONTH TIME SPENT, 0% OWNERSHIP, AGENT/REPRESENTATIVE; SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP, INDEPENDENT INVESTMENT ADVISORY SERVICES COMMENCED 10/2000, INVESTMENT RELATED, 100 HOURS/MONTH TIME SPENT, 0% OWNERSHIP, CORPORATE EMPLOYEE. SAGEPOINT FINANCIAL, INC., INVESTMENT RELATED, REGISTERED REPRESENTATIVE, 20 HOURS/MONTH SPENT, 0% OWNERSHIP

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle R Zeller'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

April 14, 2005 - Present

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Office #1: 65 East State St. Suite 2000, Columbus, OH 43215

RIA

CRD#: 128591

Columbus, OH

Past

December 21, 2011 - April 5, 2017

OSAIC SERVICES, INC.

RIA

CRD#: 133763

COLUMBUS, OH

Past

October 31, 2008 - January 28, 2011

OSAIC SERVICES, INC.

RIA

CRD#: 133763

COLUMBUS, OH

Past

October 31, 2008 - December 31, 2017

OSAIC SERVICES, INC.

CRD#: 133763

COLUMBUS, OH

Past

January 12, 2005 - October 31, 2008

AMERICAN GENERAL SECURITIES INCORPORATED

RIA

CRD#: 13626

COLUMBUS, OH

Past

January 10, 2005 - October 31, 2008

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

COLUMBUS, OH

Past

February 5, 2003 - December 31, 2004

AMERICAN GENERAL SECURITIES INCORPORATED

RIA

CRD#: 13626

COLUMBUS, OH

Past

July 2, 2001 - December 31, 2004

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

December 2, 1998 - July 10, 2001

AMERICAN GENERAL EQUITY SERVICES CORPORATION

CRD#: 5435

HOUSTON, TX

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".

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LLC | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

CRD#: 128591 / SEC#: 801-62441

RIA

Registered Investment Advisory firm - (10/24/2003 Approved)

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

Ohio
(4/14/2005)

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: 1/15/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/12/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/22/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/11/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LLC | SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

CRD#: 128591 / SEC#: 801-62441

RIA

Registered Investment Advisory firm - (10/24/2003 Approved)

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Contact information

Main Address

One Ppg Place, Suite 1700, Pittsburgh, PA 15222

Mailing Address

Phone number

(412) 697-5200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SDWM AD PART 2A 2025 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,015
AUM (Assets Under Management)	$ 2,912,305,317

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/27/2024	Cover Page	Report
06/27/2023	Cover Page	Report
08/24/2022	Cover Page	Report

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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Firm Stability Insights

Kyle R. Zeller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle R Zeller's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL EQUITY SERVICES CORPORATION

Primary Firm SEC Registration

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

State Registrations and Notice Filings

Exams

Series 65

Date: 1/15/2003

Series 63

Date: 4/12/1999

SIE

Date: 12/31/2017

Series 7

Date: 4/22/2003

Series 6

Date: 9/11/1998

Current Firm

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

TRUST BUT VERIFY

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