Awards

Paladin Registry ranks Steven Zeller as a Five Star Advisor eight years in a row.

Paladin Registry Five Star Advisor logo The Paladin Registry (www.paladinregistry.com) is an independent firm that provides free education, search, and documentation services to investors who use the services of financial planners and advisors. The Registry awards its Five Star quality rating to professionals who meet its high minimum standards or credentials, ethics, and business practices. Less than 10% of practicing planners and advisors meet the Registry’s minimum standards.

The five Star indicator used by all advisors on the Paladin Registry is a general indicator of high quality professional service. However, some advisors in the Paladin Registry have more credentials and experience than others. Advisors gain admission to the Registry by submitting information about their education, training and experience. Paladin’s evaluation process considers all of these claims but does not verify them independently. Therefore, the investor is left with the ultimate responsibility to investigate and verify the individual advisor’s claims.

 

Zeller Kern Wealth Advisors Inc. is chosen by Sacramento Magazine as a Five Star Wealth Manager six years in a row.

Sacramento Wealth Manager Five StarThis distinction is only awarded to wealth managers who have scored highest in client based research conducted by a national independent research company under the direction of Crescendo Business Services. The distinction is awarded to a maximum of just 7 percent of financial professionals in any market area. The distinction is not based on sales volume but on how consumers and financial services industry professionals have evaluated their experience in working with that individual.

Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates,  client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance.  For more information please visit www.fivestarprofessional.com.

 

Zeller Kern Wealth Advisors Inc of Gold River California is named by Advisor One Research Magazine as one of the “Top Wealth Managers” five years in a row.

Top Advisory Firms 2008-10 logo Zeller Kern Wealth Advisors is a comprehensive wealth advisory firm that provides wealth advisement and asset management for its affluent individual clients, institutions and businesses. Advisor One Research Magazine selects their “Top Wealth Manager’s” based on a firm’s growth, their average three-year growth, their AUM per staff, and the AUM per client.


Zeller Kern Designated as Premier Advisor in Gold River by the National Association of Board Certified Advisory Practices

June 29, 2012 – Zeller Kern announced today that Steven Zeller andTrevor Kern have been recognized as NABCAP Premier Advisors, an exclusive group of financial advisors who represent the best in quality wealth management in Gold River, CA.  

The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c)(3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers.  The selection process is based on a proprietary system whose ultimate goal is to provide investors and advisors a trusted standard of excellence to help guide them within the financial services industry.

The evaluation process assesses 20 categories of practice management, which include areas such as customer service, risk/investment planning philosophy, credentials, team dynamics, fee/cost structure, and average AUM per client among other areas.

The NABCAP Premier Advisors were announced in the June 29, 2012 edition of the Sacramento Business Journal.