CT
Charles Z. Tzinberg
WEALTH MANAGEMENT
Glen Carbon, IL 62034
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CRD#: 4088133
CT
Professional summary
Charles Zelig Tzinberg is a registered financial advisor currently at WEALTH MANAGEMENT located in Glen Carbon, Illinois.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Charles has worked at 1 firm and has passed the Series 65 exam.
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.
TGD Properties, Inc - not investment related - corporation - 1 Country Club Executive Park, Glen Carbon, IL 62034 - 50% Owner and President - Approx 0 hours monthly and approx 0 hours monthly during securities trading hours -
Owns Realty, Leases to my CPA firm
Tzinberg & Associates, P.C. - not investment related - professional corporation - 1 Country Club Executive Park Glen Carbon IL 62034 - Accounting Firm - President - 01/1983 - Approx 250 hours monthly/Approx 170 hours monthly during securities trading hours - bookkeeping, accounting, payroll, tax and ancillary services.
CRS (Client Relationship Summary) - RIA
Click below to view Charles Zelig Tzinberg'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®
NoneExperience
Current
November 8, 2017 - Present
WEALTH MANAGEMENT
Office #1: 1 Country Club Executive Park, Glen Carbon, IL 62034RIA
CRD#: 137080
Glen Carbon, IL
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".
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT
CRD#: 137080 / SEC#: 801-65977
RIA
Registered Investment Advisory firm - (2/17/2006 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
Illinois(11/20/2017)
IAR
Missouri(11/8/2017)
Current Firm
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT
CRD#: 137080 / SEC#: 801-65977
RIA
Registered Investment Advisory firm - (2/17/2006 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
125 South 4th Street, Norfolk, NE 68701
Mailing Address
Po Box 1264, Norfolk, NE 68702-1264
Phone number
(402) 371-1160
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,617 |
| AUM (Assets Under Management) | $ 3,100,744,962 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WEALTH MANAGEMENT
CRD#: 137080Glen Carbon, IL 62034TRUST BUT VERIFY
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