Daniel Zawidowski, financial advisor Menomonee Falls WI
93 score

Daniel Zawidowski

CRD Number: 4634273
Current Firm: Sja Financial Advisory, LLC

Daniel Zawidowski (CRD# 4634273) is an Investment Advisor Representative working at Sja Financial Advisory, LLC in Menomonee Falls, WI and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Sja Financial Advisory, LLC Menomonee Falls, WI Apr 2016 - Current < 1
Barrington Strategic Wealth Management Group Chicago, IL Oct 2013 - Apr 2016 2
None Chicago, IL Apr 2013 - Oct 2013 < 1
Sf Investments Chicago, IL Dec 2003 - Apr 2013 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
S63 Uniform Securities State Law Examination Jun 2003
Contact Info for Daniel R. Zawidowski
Phone Number: 414-273-0500
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    266
    MILLIONS
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $1,303,922
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

FL, IL, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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