Milo M. Zonka

ZONKA & ASSOCIATES

Indialantic, FL

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CRD#: 4024273

Professional summary

Milo Matthew Zonka, CFP® is a registered financial advisor currently at ZONKA & ASSOCIATES, INC. located in Indialantic, Florida.

Milo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Milo has worked at 4 firms and has passed the Series 63, Series 65, Series 31, Series 7, Series 6 and Series 24 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.

1) SHELTAIR AVIATION; NON-INVESTMENT RELATED; 4860 NE 12TH AVENUE, FT. LAUDERDALE, FL 33334; REAL ESTATE DEVELOPER OF AVIATION PROPERTIES; REAL ESTATE & DEVELOPMENT MANAGER; 06/17/2019; 40 HRS/WK - ALL DURING TRADING HRS; PURSUE NEW BUSINESS OPPORTUNITIES IN REAL ESTATE DEVELOPMENT FOR SHELTAIR. 2) CAXY AEROSPACE, INC., NON-INVESTMENT RELATED; 125 E. MERRITT ISLAND CSWY #107, MERRITT ISLAND, FL 32952; DESIGNS AND BUILDS REPLACEMENT PARTS FOR AIRCRAFT; PRESIDENT AND SOLE OWNER; 10/01/2018; 1 HR/MO - NONE DURING TRADING HRS; ENTITY REMAINS IN TACT BUT NOT YET OPERATIONAL. 3) CHEROKEE WINGS, LLC; NON-INVESTMENT RELATED; 125 E. MERRITT ISLAND CSWY #107, MERRITT ISLAND, FL 32952; PARTNERSHIP THAT OWNS AN AIRPLANE FOR RECREATIONAL USE; 25% OWNER AND 1 OF 4 MEMBERS; 07/01/2018; 1 HR/MO - NONE DURING TRADING HRS; ENTITY REMAINS IN TACT BUT NO OFFICIAL BUSINESS IS CONDUCTED. 4) INDEPENDENT INSURANCE AGENT, SELL NON-VARIABLE INSURANCE, NON- INVESTMENT RELATED, APPROX. 0 HRS/MO (0 HRS DURING SECURITIES TRADING)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Milo Matthew Zonka'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^®

Certified Financial Planner

Start date: 2003

Experience

Current

April 28, 2016 - Present

ZONKA & ASSOCIATES, INC.

RIA

CRD#: 282914

Indialantic, FL

Past

February 12, 2007 - September 27, 2011

LPL FINANCIAL LLC

RIA

CRD#: 6413

VIERA, FL

Past

February 9, 2007 - September 27, 2011

LPL FINANCIAL LLC

CRD#: 6413

VIERA, FL

Past

October 27, 2000 - February 14, 2007

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

MELBOURNE, FL

Past

October 26, 2000 - February 14, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

MELBOURNE, FL

Past

October 19, 1999 - September 14, 2000

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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
(4/28/2016)

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: 3/27/2000

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/15/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 31

Date: 6/2/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/30/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/18/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/19/2007

General Securities Principal Examination

Current Firm

ZONKA & ASSOCIATES, INC.

CRD#: 282914 / SEC#:

Florida

Registered Investment Advisory firm - (4/28/2016 Approved)

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Contact information

Main Address

Indialantic, FL

Mailing Address

Phone number

(321) 253-2838

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 25,309,532

Red Flags

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

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Firm Stability Insights

Milo M. Zonka

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Milo Matthew Zonka's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/27/2000

Series 65

Date: 11/15/1999

Series 31

Date: 6/2/2008

Series 7

Date: 11/30/2000

Series 6

Date: 10/18/1999

Series 24

Date: 2/19/2007

Current Firm

ZONKA & ASSOCIATES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ZONKA & ASSOCIATES, INC.

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