Kyle R Zeller
Investment adviser representative at Schneider Downs Wealth Management Advisors, LP
12 yearsExperience
1 stateRegistered in
$3.3BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Schneider Downs Wealth Management Advisors, LPApr 2005 to now
- Sagepoint Financial, Inc.Jan 2009 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (OH).
Schneider Downs Wealth Management Advisors, LP
$3.3BAssets managed
786Clients
22Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3107696
- Firm CRD
- 128591