Michael Zdenek
Investment adviser representative at Avidian Wealth Solutions
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Avidian Wealth Enterprises, LLC (dba) Avidian Wealth SolutionsNov 2024 to now
- Avidian Wealth Solutions, LLCFeb 2021 to now
- JP Morgan Chase Bank NAJan 2018 to Jan 2021
- JP Morgan Securities LLCJan 2018 to Jan 2021
- JPMorgan Chase BankOct 2013 to Jan 2018
- JPMorgan Securities LcOct 2013 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avidian Wealth Solutions
Legal name: Avidian Wealth Enterprises, LLC
$4.8BAssets managed
1,895Clients
43Advisers
21 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
- 5829356
- Firm CRD
- 127186