Devin Zeisset (CRD# 7534928) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Oregon, OH and has 1 year of experience in the finance industry.
CRD# 2146399
Venture Visionary Partners LLC
CRD# 7039238
Munn Wealth Management, LLC
CRD# 4704559
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2023 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2023 - Current | 1 |
| Oregon Insurance Agency | Oregon, OH | Mar 2022 - Current | 2 |
| Concourse Financial Group Securities Inc. | Oregon, OH | Apr 2022 - Feb 2023 | < 1 |
| Huntington National Bank | Columbus, OH | Apr 2021 - Oct 2022 | 1 |
| Unemployed | Columbus, OH | Feb 2021 - Apr 2021 | < 1 |
| Lifestyle Communities | Columbus, OH | Jan 2020 - Feb 2021 | 1 |
| Ohio State University Department Of Athletics | Columbus, OH | May 2018 - May 2020 | 2 |
| The Ohio State University | Columbus, OH | Aug 2015 - May 2020 | 4 |
| The 2nd & 7 Foundation | Columbus, OH | May 2019 - Jul 2019 | < 1 |
| Mansfield Hardware & Supply | Mansfield, OH | Aug 2016 - Mar 2018 | 1 |
| United States Marine Corps | Cherry Point, NC | Sep 2010 - Sep 2015 | 5 |
| America's Mattress | New Bern, NC | Aug 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- OH
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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