Steven Zorn
Oder Investment Management · Woodland Hills, California
Steven Zorn is a fee-only financial advisor at Oder Investment Management in Woodland Hills, California. Steven charges a percentage of assets and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Steven →
Specialties
Facts
| Firm | Oder Investment Management |
|---|---|
| Based in | Woodland Hills, California |
| Fee model | Percentage of assets |
| Assets under management | $366.7M across 584 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4096534 |
| Exams passed | Series 66 (2006) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.oderllc.com |
How Steven's firm compares
- Oder Investment Management's average account is about $628,000, from its Form ADV (assets managed divided by 584 accounts).
Request an introduction to Steven
Tell Steven a little about what you're looking for. Steven isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Steven
Is Steven Zorn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Oder Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven charges a percentage of assets.
Where is Steven Zorn based?
Steven Zorn is based in Woodland Hills, California.
What does Steven specialize in?
Steven's specialties include retirement planning, tax planning, estate & legacy planning and pension planning.
Is Steven Zorn registered with the SEC?
Yes. Steven Zorn is registered as an investment adviser representative in CA and TX (CRD 4096534), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oder Investment Management manage?
Oder Investment Management reports $366.7M across 584 accounts in assets under management.
How do I contact Steven Zorn?
Through Steven's website, www.oderllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Oder Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.