Zoellner Whole Financial Professional LLC

CONNECT

Address:

7655 Highland Road Suite 203,
Waterford, MI 48327

Phone:

248 886 - 8190

Fax/Other:

248 886 - 8191

Definition of Qualified/Accredited Investor

A Qualified/Accredited Investor is an Individual who has net worth, or joint net worth with the person's spouse, that exceeds $1 million at the time of the purchase, or has assets under management of $1 million or above, excluding the value of the individual's primary residence.individual net worth, or joint net worth with the person's spouse;  a natural person with income exceeding $200,000 in each of the two most recent years or joint income with a spouse exceeding $300,000 for those years and a reasonable expectation of the same income level in the current year

Fiduciary Accounts, the suitability standards must be met by the beneficiary, the fiduciary account or by the donor or grantor who directly or indirectly supplies the funds for the purchase of investments that require them to be Qualified Investors.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck