Nina C Milligan
Investment adviser representative at Zenith Wealth Partners
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$151MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Zenith Wealth PartnersJan 2026 to now
- UnemployedSep 2025 to Jan 2026
- Edward JonesJun 2020 to Sep 2025
- CitibankJun 2019 to Aug 2019
- Kenya National Archives and Documentation ServicesApr 2019 to May 2019
- Triad Securities CorporationJun 2018 to Aug 2018
- JP MorganJan 2018 to Jan 2018
- VonsJul 2017 to Aug 2017
- Lafayette CollegeAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IL, PA).
Zenith Wealth Partners
Legal name: Zenith Solutions, Inc.
$151MAssets managed
325Clients
7Advisers
2 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
- 7128425
- Firm CRD
- 304732