Brian Nicholas Zellers
Investment adviser representative at Econ Wealth Management
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$232.1MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Econ Wealth ManagementOct 2019 to now
- Central Dauphin School DistrictOct 2009 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (NH, PA).
Econ Wealth Management
Legal name: Econ Financial Services Corporation
$232.1MAssets managed
337Clients
4Advisers
11 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
- 7227882
- Firm CRD
- 226774