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Todd Edward Zempel

GORDON ASSET MANAGEMENT, LLC·DURHAM, North Carolina
Series 6, Series 63, Series 65Clean record4 years registeredGORDON ASSET MANAGEMENT, LLC
4721 EMPEROR BLVD., DURHAM, NC 27703CRD# 4671373Firm CRD# 118471

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd Edward Zempel · DURHAM, NC
Registration
CRD #4671373 · GORDON ASSET MANAGEMENT, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

SUMMIT FINANCIAL, LLC
Nov 2024 – present
GORDON ASSET MANAGEMENT, LLC
Sep 2021 – Nov 2024
DURHAM, NC
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · September 24, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GORDON ASSET MANAGEMENT, LLC
CRD 118471 · SEC 801-61670
AUM
$199M
Regulatory assets under management
Employees
5
458 client accounts
Services offered by GORDON ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GORDON ASSET MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Todd Edward Zempel offer?
Todd Edward Zempel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DURHAM, North Carolina for a consultation.
What are Todd Edward Zempel's credentials?
Todd Edward Zempel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Edward Zempel located?
Todd Edward Zempel is based in DURHAM, North Carolina, working with GORDON ASSET MANAGEMENT, LLC. Their office serves clients in the DURHAM metropolitan area and surrounding communities.
How does Todd Edward Zempel charge for services?
Todd Edward Zempel's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GORDON ASSET MANAGEMENT, LLC?
GORDON ASSET MANAGEMENT, LLC has approximately 5 employees and manages $199M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GORDON ASSET MANAGEMENT, LLC

Joseph Glenn Moore
DURHAM, NC
Joseph Michael Gordon
DURHAM, NC
CFP

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Research
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