Brian Zerr

Brian Zerr Email and Phone Number

Founding Partner at Finteris Wealth Management @ Finteris Wealth Management
3325 Emerald Ln,
Brian Zerr's Location
Greater Columbia, Missouri Area, United States
About Brian Zerr

This information is intended for use by residents of AL, AR, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, and WI only.Please contact me by e-mail brianzerr@finteriswm.com or by phone 573-636-7661./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Brian Zerr's Current Company Details
Finteris Wealth Management

Finteris Wealth Management

View
Founding Partner at Finteris Wealth Management
3325 Emerald Ln,
Employees:
15
Brian Zerr Work Experience Details
  • Finteris Wealth Management
    Founding Partner
    Finteris Wealth Management Oct 2020 - Present
    Jefferson City, Missouri, United States
  • Wells Fargo Advisors
    Financial Advisor, Senior Vice President - Investment Officer
    Wells Fargo Advisors Oct 2008 - Oct 2020
    My team and I help retirees, families, and companies develop strategies designed to help manage and grow their wealth.
  • Wachovia Securities
    Vice President - Investment Officer
    Wachovia Securities Aug 2007 - Oct 2008
  • A.G. Edwards
    Financial Consultant
    A.G. Edwards Jul 1996 - Sep 2007

Brian Zerr Skills

Investments Retirement Planning Mutual Funds Finance Securities Iras Asset Allocation Financial Services College Savings Plans Roth Ira Fixed Annuities Insurance Retirement Investment Strategies 401k

Brian Zerr Education Details

  • University Of Missouri-Columbia
    University Of Missouri-Columbia
    Agriculture Education

Frequently Asked Questions about Brian Zerr

What company does Brian Zerr work for?

Brian Zerr works for Finteris Wealth Management

What is Brian Zerr's role at the current company?

Brian Zerr's current role is Founding Partner at Finteris Wealth Management.

What is Brian Zerr's email address?

Brian Zerr's email address is br****@****ors.com

What is Brian Zerr's direct phone number?

Brian Zerr's direct phone number is +131487*****

What schools did Brian Zerr attend?

Brian Zerr attended University Of Missouri-Columbia.

What skills is Brian Zerr known for?

Brian Zerr has skills like Investments, Retirement Planning, Mutual Funds, Finance, Securities, Iras, Asset Allocation, Financial Services, College Savings Plans, Roth Ira, Fixed Annuities, Insurance.

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