Michael Robert Zugan

Employer firm

Clf Asset Management, Inc. CRD 284060

$147M regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2022 → 12/2022
  Wealth Enhancement Group
  Madison, WI
• 06/2022 → 08/2022
  Clf Asset Management, Inc.
  Madison, WI
• 05/2021 → 08/2021
  Hilton
  Madison, WI
• 10/2020 → 05/2021
  Alpha Financial Management
  Savannah, GA
• 06/2020 → 08/2020
  Third Coast Advisors
  Madison, WI
• 05/2020 → 08/2020
  Financial Planning Association
  Denver, CO
• 06/2017 → 06/2019
  Target
  Chanhassen, MN
• 07/2016 → 06/2017
  Unemployed
  Carver, MN
• 06/2023 → Present
  Clf Asset Management, Inc.
  Madison, WI
• 08/2019 → 06/2023
  University Of Wisconsin - Madison
  Madison, WI

Other Businesses

Capitol Lakes Financial, LLP, an insurance agency and as such is separately licensed as an independent insurance agent. In this capacity, he can affect transactions in insurance products for his clients and earn commissions for these activities. T

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-12

Designations

• Certified Financial Planner

Other Names

• Michael Zugan