Michael Zugan (CRD# 7647528) is an Investment Advisor Representative working at Clf Asset Management, Inc. in Madison, WI and has 1 year of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Group | Madison, WI | Oct 2022 - Current | 1 |
| Clf Asset Management, Inc. | Madison, WI | Jun 2022 - Aug 2022 | < 1 |
| Unemployed | Madison, WI | Sep 2021 - May 2022 | < 1 |
| Hilton | Madison, WI | May 2021 - Aug 2021 | < 1 |
| Alpha Financial Management | Savannah, GA | Oct 2020 - May 2021 | < 1 |
| Third Coast Advisors | Madison, WI | Jun 2020 - Aug 2020 | < 1 |
| Financial Planning Association | Denver, CO | May 2020 - Aug 2020 | < 1 |
| Unemployed | Madison, WI | Jul 2019 - Apr 2020 | < 1 |
| Target | Chanhassen, MN | Jun 2017 - Jun 2019 | 2 |
| Unemployed | Carver, MN | Feb 2001 - Jun 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- IL
- WI
-
Total Assets Under Management89MILLIONS
-
Total Number of Accounts728ACCOUNTS
-
Average Account Value$122,227
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
IL, WI
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