Brian Zellers has been an investment adviser representative at Econ Financial Services since February 2020, and is not listed among the firm’s executive officers or direct owners.
Econ Financial Services Corporation is a Harrisburg, PA firm with $232M under management, 337 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Brian Zellers is Director of Financial Planning of Econ Wealth Management, based in Harrisburg. He joined the firm in 2019 in that role. He creates and presents financial plans to clients and helps them understand how their investments and their plan are mapped together.
- Econ Wealth ManagementCurrent– present · 6 yearsHarrisburg, PA · Adviser representative · Firm CRD 226774
Professional designations
Listed by Econ Financial Services
- CFP®
- AAMS®
Investment adviser representative registrations
Brian Zellers is registered as an investment adviser representative in 2 states. The first approvals date from February 2020; the most recent is New Hampshire, in March 2021.
- New HampshireSince 25 March 2021
- PennsylvaniaSince 15 February 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 November 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brian Nicholas Zellers
- CRD
- 7227882
- Firm
- Econ Financial Services · CRD 226774
- Office
- 4755 LINGLESTOWN ROAD, SUITE 204, Harrisburg, PA 17112
- Registration
- Investment adviser registration
- In the industry since
- February 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- econwealth.com
Where does Brian Zellers work?
Brian Zellers is an investment adviser representative registered through Econ Financial Services Corporation since February 2020, and is not listed among the firm’s executive officers or direct owners.
Is Brian Zellers a financial advisor?
Yes. Brian Zellers has a current investment-adviser registration in New Hampshire and Pennsylvania, through Econ Financial Services since February 2020.
How many years of experience does Brian Zellers have?
Brian Zellers has 6 years in the financial industry, since February 2020, across 1 adviser firm.
What exams has Brian Zellers passed?
Brian Zellers passed the Series 65 in November 2019.
Where is Brian Zellers based?
Brian Zellers’ registered office is in Harrisburg, PA.
Is Brian Zellers registered with FINRA?
No. Brian Zellers has no current broker registration.
Is Brian Zellers a CFP?
Econ Financial Services lists Brian Zellers with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Brian Zellers’ record?
Search CRD 7227882 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Zellers’ full registration record.
