Jon Zetlmaier (AIF®, CFP®)
Jon Zetlmaier focuses in the
following client markets or areas of practice:
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Divorce Planning
- Estate & Generational Planning Issues
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Divorce Planning
- Estate & Generational Planning Issues
Planning Specialties
We start with a bottom-up approach to create a plan, identify risks, and help you clearly understand your situation so you can achieve your goals.Additional Information
Zetlmaier Wealth Management LLC is a local, independent RIA offering flat fee investment management services and hourly financial planning. Our services help you optimize your finances and minimize risk.NAPFA Start Date
March 04, 2026
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.
