Todd Lietz has been an investment adviser representative at Zenith Advisory Group since December 2023, and is not listed among the firm’s executive officers or direct owners. Todd Lietz studied at Flagler College.
Zenith Advisory Group, LLC is a The Villages, FL firm with $115M under management, 186 clients and 2 advisers across 2 offices, as of its February 2026 filing.
Todd Lietz is an Advisor at Zenith Advisory Group. His mission is to help families and individuals develop tax-efficient strategies that complement their current holdings. Before entering financial services he served as a division chief with Marion County Fire Rescue, where he spent 15 years, and he was previously a financial representative with Northwestern Mutual.
Investment adviser representative registrations
Todd Lietz is registered as an investment adviser representative in Florida, since December 2023.
- FloridaSince 18 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 October 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Todd John Lietz
- CRD
- 7825585
- Firm
- Zenith Advisory Group · CRD 321689
- Registration
- Investment adviser registration
- In the industry since
- December 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- zenith-advisor.com
Where does Todd Lietz work?
Todd Lietz is an investment adviser representative registered through Zenith Advisory Group, LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Todd Lietz a financial advisor?
Yes. Todd Lietz has a current investment-adviser registration in Florida, through Zenith Advisory Group since December 2023.
How many years of experience does Todd Lietz have?
Todd Lietz has 2 years in the financial industry, since December 2023, across 1 adviser firm.
What exams has Todd Lietz passed?
Todd Lietz passed the Series 65 in October 2023.
Is Todd Lietz registered with FINRA?
No. Todd Lietz has no current broker registration.
How can I verify Todd Lietz’s record?
Search CRD 7825585 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Lietz’s full registration record.
