Kami L. Zonin
CETERA INVESTMENT ADVISERS LLC
Palm Coast, FL
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CRD#: 4307886
Professional summary
Kami L Zonin, CFP®, who also goes by Kami Novi, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Palm Coast, Florida and CETERA WEALTH SERVICES, LLC located in Palm Coast, Florida.
Kami is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Kami has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kami Novi
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.
|Kami L Zonin~'NIR'~703 Richmond Ave~Pt. Pleasant Beach~NJ~08742~Business Manager~Owner/Sole Proprietor~1/1/2010~86hrs~86hrs~Manage office operations, hire, train and manage staff. Also write plans for splitting assets in divorce.|Kami Zonin, CDFA~'NIR'~703 Richmond Ave~Pt. Pleasant Beach~NJ~08742~Financial Planning~Owner/Sole Proprietor~1/1/2011~5hrs~5hrs~Work with couples/individuals and their attorney(s) to help develop and analyze settlement agreements in a divorce case.|ZN 35 Court Street LLC~'NIR'~35 Court Street~Freehold~NJ~07728~Real Estate/Mortgage/Title Services/Appraisal~Owner/Sole Proprietor~10/1/2012~1hrs~0hrs~Commercial Real Estate Rental; Passive Income through K1 Partnership|Kami Zonin~'NIR'~703 Richmond Ave~Pt. Pleasant Beach~NJ~08742~Financial Planning~President~3/1/2011~10hrs~10hrs~To help attorney's and clients in divorce situations determine the most advantageous way to split assets and to develop a financial plan to help "project" cash flow.|MONEY ZONE FOR WOMEN POSITION: Facilatator NATURE: It is a program for women that takes them through 6 sessions, over the course of 6 months, of uncovering their relationship with money; their money scripts. We will set financial and personal goals, learn, on a high level important wealth management issues to address in a plan. They will be monthly webinars. They will receive a padfolio to take notes in, forms and important documents for their files and a hard copy and electronic version of color coded, "important documents" set. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2023 ADDRESS: 35 Court Street, Freehold NJ 07728, United States DESCRIPTION: First, I will have a 60 minute goal setting session with each participant. I will be facilitating the monthly webinars.| ZONIN WEALTH MANAGEMENT POSITION: Owner/Financial Advisor NATURE: it is a DBA. Financial Planning firm with multiple advisors and admin. We provide investment management in addition to comprehensive financial planning INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/02/2010 ADDRESS: 35 Court Street, Freehold NJ 07728, United States DESCRIPTION: I am a FA that meets with clients, deliver financial plans, research and analysis. I also manage the employees.
CRS (Client Relationship Summary) - RIA
Click below to view Kami L Zonin'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®
Start date: 2006
Experience
Current
August 28, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #2: 35 Court Street, Freehold, NJ 07728RIA
CRD#: 105644
Palm Coast, FL
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #3: 389 Palm Coast Pkwy Sw Ste 3-z, Palm Coast, FL 32137BD
CRD#: 13572
Palm Coast, FL
Past
April 11, 2007 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Freehold, NJ
Past
September 28, 2001 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Freehold, NJ
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(9/5/2025)
RR
Arizona(9/5/2025)
RR
California(9/5/2025)
RR
Colorado(9/5/2025)
RR
Connecticut(9/5/2025)
RR
Delaware(9/5/2025)
IAR
Florida(8/28/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Illinois(9/5/2025)
RR
Maryland(9/5/2025)
RR
Michigan(9/5/2025)
RR
Minnesota(9/5/2025)
RR
New Jersey(9/5/2025)
IAR
New Jersey(9/5/2025)
RR
New Mexico(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
RR
Oklahoma(9/5/2025)
RR
Oregon(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
RR
Tennessee(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
RR
Utah(9/5/2025)
RR
Virginia(9/5/2025)
RR
Washington(9/5/2025)
RR
Wisconsin(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
