Best Investors Account Sign in
Inactive

Zachary Daniel Dujmic

Financial Strategies, Inc.

Brookfield, WI

Claim This Profile
Current Employers
Financial Strategies, Inc.

13555 Bishops Court Suite 340, Brookfield, WI 53005 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-08-28
  • WI RA
    APPROVED
    Since 2025-08-28

Branch Locations

13555 Bishops Court Suite 340, Brookfield, WI 53005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Strategies, Inc. Brookfield WI 05/2025 Present
University Of Wisconsin - Madison Madison WI 09/2024 05/2025
Wisconsin Capital Management Madison WI 06/2024 08/2024
University Of Wisconsin - Madison Madison WI 09/2021 05/2024
Dominican High School (St Joseph Middle School) White Fish Bay WI 08/2014 05/2018
Water Street Brewery Grafton WI 05/2018 07/2021
  • 05/2025 → Present
    Financial Strategies, Inc.
    Brookfield, WI
  • 09/2024 → 05/2025
    University Of Wisconsin - Madison
    Madison, WI
  • 06/2024 → 08/2024
    Wisconsin Capital Management
    Madison, WI
  • 09/2021 → 05/2024
    University Of Wisconsin - Madison
    Madison, WI
  • 08/2014 → 05/2018
    Dominican High School (St Joseph Middle School)
    White Fish Bay, WI
  • 05/2018 → 07/2021
    Water Street Brewery
    Grafton, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-16
  • S65 Uniform Investment Adviser Law Examination
    2025-08-16
Other Names
  • Zach Dujmic

View on SEC IAPD

Other Firms

ANNEX WEALTH MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
MARINER
M HOLDINGS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
ENTASIS ASSET MANAGEMENT LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

More in Brookfield, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor