Zach Meulemans, financial advisor Middleton WI

Zach Meulemans

CRD Number: 6222462
Current Firm: Savant Wealth Management

Zach Meulemans (CRD# 6222462) is an Investment Advisor Representative working at Savant Wealth Management in Middleton, WI and has over 8 years of experience in the finance industry. Zach Meulemans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Savant Wealth Management Rockford, IL Dec 2021 - Current < 1
Filbrandt Investment Advisers Middleton, WI Apr 2015 - Dec 2021 6
The Prudential Insurance Company Of America Wauwatosa, WI Jul 2013 - Jan 2015 1
Pruco Securities LLC Wauwatosa, WI Jul 2013 - Jan 2015 1
Student Ripon, WI Aug 2012 - Jul 2013 < 1
Ariens Brillion, WI Jun 2010 - Aug 2012 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
S63 Uniform Securities State Law Examination Aug 2013
Contact Info for Zach D. Meulemans
Phone Number: 815-227-0300
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    10,789
    MILLIONS
  • Total Number of Accounts
    7,256
    ACCOUNTS
  • Average Account Value
    $1,486,875
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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