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Zachary Steven Hidden

Perk Planning

Wauwatosa, WI

CRD 6742600

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Employer firm

Perk Planning CRD 166369

175 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

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

Current Employers
Perk Planning

25 West Main Suite 500, Madison, WI 53703 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-09
WI RA APPROVED 2021-08-09
  • TX RA
    APPROVED
    Since 2021-08-09
  • WI RA
    APPROVED
    Since 2021-08-09

Branch Locations

Wauwatosa, WI • 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
Plante Moran Financial Advisors Chicago IL 08/2016 07/2021
Perk Planning Madison WI 07/2021 Present
Previous Registrations
Other Businesses

Zach Hidden is 1% owner of HCA Holdings LLC, A bookkeeping and consulting firm. This activity amounts to less than 1% of his time per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-03
  • S65 Uniform Investment Adviser Law Examination
    2017-02-03
Designations
  • Certified Financial Planner
Other Names
  • Zach Hidden

View on SEC IAPD

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