A complete list of active advisors currently associated with Ziarnick Financial LLC
Warmer can help you find a great advisor at Ziarnick Financial LLC or one who fits your needs even better.
Ziarnick Financial, LLC is a state-registered investment adviser formed in 2012 that currently operates primarily as a solicitor for Austin Wealth Management and as a life insurance agent. The firm reports no active advisory accounts, does not take custody of client funds, and discloses that its compensation is derived from life insurance sales and solicitor fees. The brochure describes a top-down investment process that uses fundamental, quantitative, charting, and cyclical analysis and that can implement portfolios using ETFs, mutual funds, and individual securities with tactical allocation shifts. Those analytical methods are documented and the firm notes use of third‑party data (Interactive Brokers) for analysis, but it currently does not exercise investment discretion over client assets. Noteworthy aspects relative to peers include the firm’s reliance on non‑advisory revenue rather than percentage‑of‑AUM fees and its explicit affiliation with insurance distribution, both of which are atypical for investment-manager firms. The firm also discloses that its principal spends the majority of time on related bookkeeping and consulting activities and maintains additional non‑investment licenses, indicating a business model centered on soliciting and insurance services rather than active pooled-vehicle management.
To learn more about the advisors currently working at Ziarnick Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wimberley, TX
| 14
|
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