Title: Registered Principal
Company: LPL Financial
Location: Itasca, Illinois, United States
Jonathan Zulauf, Registered Principal at LPL Financial, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in financial advisement.
Since 2005, Mr. Zulauf has excelled as a managing principal and financial advisor with LPL Financial, who is considered the largest independent broker-dealer in the United States with more than 17,500 financial advisors and over $1 trillion in advisory & brokerage assets, as well as approximately $5.9 billion in annual revenue. With LPL, he specializes in wealth creation, wealth preservation, succession planning, and strategic wealth management and customizes investment strategies for individuals based on their family’s long-term goals. A Five-Star Professional for 10 years, Mr. Zulauf also manages corporate retirement plans such as 401K’s, Simple IRA’s, and Simplified Employee Pension (SEP) Plans.
After obtaining a Bachelor of Science in economics and management from Michigan State University in 1993, Mr. Zulauf prospered as a financial consultant with Merrill Lynch from 1997 to 1998 and a financial advisor with Edward Jones Investments in Itasca. A skilled basketball player, he led the Port Huron High School Big Reds to District and Regional titles and played with Michigan State and subsequently in a professional European basketball league in Germany, Austria and Luxembourg from 1993 to 1996. As a career highlight, Mr. Zulauf cites helping people accomplish their goals and objectives.
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