Milo M. Zonka

Further information about Milo M. Zonka:

Milo M. Zonka, CFP is a native Chicagoan who is now enjoying his second life on the Space Coast. A graduate of the Florida Institute of Technology, Milo's first career was as an airline operations specialist and manager. Having worked at every level - from hauling luggage to multi-million dollar budget planning - Milo embarked on a career as a financial consultant in 1999.

After developing his client service and business models while working for a national brokerage firm, Milo founded Zonka & Associates in early 2007. Along the way, he continued to expand his knowledge and experience, earning his CERTIFIED FINANCIAL PLANNER certification in 2003 and his designation as a Chartered Retirement Plans Specialist in 2004.

Zonka & Associates and the Zonka family support several community initiatives and activities, reflected in Milo's volunteer efforts:

* City Councilman, City of Palm Bay, Florida
* Secretary, Brevard County Metropolitan Planning Organization
* Vice-Chairman, Brevard County Investment Committee
* Director, Economic Development Commission of Florida's Space Coast
* Director, Florida Tech Alumni Association
* Director, Melbourne Area Pilots Association
* Past Chairman, Valkaria Airport Advisory Board
* Past President, Florida Tech/FITSA Aero Alumni Network
* Past Chairman, Brevard Tomorrow Economy Team
* Past Director, Greater Miami Aviation Association

Compensation and Fee Structures:

Fee-based asset management (through LPL Financial) allows you and your LPL Financial Advisor to share a common goal - to grow the value of your assets.

A long-term approach to investing, fee-based asset management ties your advisor's compensation directly to the performance of your account. Instead of commissions, your advisor earns an annual fee based on the market value of the account. You and your advisor concentrate on what matters most - building an investment portfolio designed to help meet your specific needs.

Licenses, Certifications & Affiliations:

FINRA Series 7/24/63/65
Certified Financial Planner (TM) practitioner
Chartered Retirement Plans Specialist

Representatives of Zonka & Associates, Inc. may only discuss and transact securities business to residents of the following states: FL, AR, CA, CO, GA, IL, IN, NY.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC.
LPL Financial is a Registered Investment Advisor.

Education:

B.S. - Florida Institute of Technology
CFP Education - College of Financial Planning

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Further information about Zonka & Associates, Inc. / LPL:

(Size of firm: 0-9 advisors)

Zonka & Associates is an independent, locally-owned financial services and investment management firm. Our philosophy focuses on diligence, customer service and respect for the individual nature and need of each client.

Through our relationship with LPL Financial, the nation's largest independent broker/dealer (based on total revenues, as published by Financial Planning magazine, June 1996-2008), the Financial Consultants of Zonka & Associates offer access to comprehensive financial planning and investment advisory services to individuals and corporations, with an emphasis on retirement and estate planning, investment management and corporate retirement plan design and service. To provide maximum flexibility to our clients, services are offered on a fee basis, commissioned or hourly consulting arrangement.

We build relationships based on trust, competent professional guidance, continual communication and prompt service. We assist our clients in setting goals, monitoring our progress and keeping them informed of the process and achievement of those goals.