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8500 Greenway Blvd Ste 105, Middleton, WI 53562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-11-22 |
Branch Locations
8500 Greenway Blvd Ste 105, Middleton, WI 53562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apex Fiduciary Advisors | Middleton | WI | 05/2021 | Present |
| Ameriprise Financial | Middleton | WI | 10/2017 | 02/2021 |
| St. John The Baptist Catholic School | Waunakee | WI | 08/2013 | 10/2017 |
Ms. Sandra Zimbric is the sole owner of Zimbric Investments, LLC a single member LLC registered in the state of WI. Ms. Zimbric receives compensation via her employment with Apex Fiduciary Advisors, LLC. Ms. Sandra Zimbric works closely with Apex Fiduciary Tax Advisors, LLC and even though she is not an owner and receives no compensation from Apex Fiduciary Tax Advisors, LLC the relationship may constitute a conflict of interest. Ms. Sandra Zimbric has her insurance license and may offer insurance products to clients that express a need. She may receive compensation for this activity outside of Apex's advisory services which would be considered a conflict of interest.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-22 |
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