Kyle Wade Zentner
Investment adviser representative at Mcclarren Financial Advisors
10 yearsExperience
1 stateRegistered in
$453MFirm assets
6 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.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Mcclarren Financial Advisors, Inc.Oct 2025 to now
- Johnson Brothers AccountingOct 2022 to Sep 2025
- Monterey Bay Analytical ServicesFeb 2022 to Aug 2022
- UnemployedSep 2021 to Jan 2022
- Folktale WineryAug 2019 to Nov 2019
- Guglielmo WineryMay 2017 to Aug 2021
- UnemployedSep 2016 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Mcclarren Financial Advisors
Legal name: Mcclarren Financial Advisors, Inc.
$453MAssets managed
267Clients
8Advisers
6 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
- 8210259
- Firm CRD
- 122147