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Brandon Zick

CERES PARTNERS, LLC·SOUTH BEND, Indiana
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1251 N. EDDY STREET, SOUTH BEND, IN 46617CRD# 4939276Firm CRD# 290937
01

About

Brandon Zick is a registered financial advisor based in SOUTH BEND, Indiana, affiliated with CERES PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CERES PARTNERS, LLC
CERES PARTNERS, LLC
AUM
$1.6B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at CERES PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4939276
Firm CRD# 290937
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brandon Zick offer?
Brandon Zick specializes in Retirement Planning. Contact their office in SOUTH BEND, Indiana for a consultation.
What are Brandon Zick's credentials?
Brandon Zick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon Zick located?
Brandon Zick is based in SOUTH BEND, Indiana, working with CERES PARTNERS, LLC. Their office serves clients in the SOUTH BEND metropolitan area and surrounding communities.
How does Brandon Zick charge for services?
Brandon Zick's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CERES PARTNERS, LLC?
CERES PARTNERS, LLC has approximately 21 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)GOSHEN (32)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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