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Steven Samuel Zorn

Investment adviser representative at Oder Investment Management, LLC
12 yearsExperience
1 stateRegistered in
$366.7MFirm assets
9 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. Oder Investment Management, LLCSep 2014 to now
  2. Oder Investment Management (formerly Oder & Stewart Inv Mgmt)Sep 2014 to now

Exams passed

  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 1 state (CA).

Oder Investment Management, LLC

$366.7MAssets managed
201Clients
5Advisers
9 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
4096534
Firm CRD
134506
Advisor's SEC record (opens in a new tab)
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