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Kathleen M. Zinniel

Kathleen M. Zinniel

Client Service Director


As Client Service Director, my role consists of all client meeting follow-ups. I also take care of online issues, delivering tax documents to clients and CPAs, and event planning.

I have 24 years of experience in the Financial Services industry and hold multiple securities registrations along with a Life and Health Insurance license.

I live on the lake and enjoy pontooning in the summer, ice fishing in the winter, and especially hanging out with my grandchildren.


Kathy is a Registered Administrative Assistant of Cetera Advisor Networks LLC.