Sja Financial Advisory, LLC

Sja Financial Advisory, LLC (CRD# 143550) is a financial advisory firm headquartered in Menomonee Falls, WI. They manage $266,000,000 in 204 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    266
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, TX, WI

Financial Advisors at Sja Financial Advisory, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Joseph B. Dailey
CRD#: 2646145
111 Heritage Reserve, Suite 100, Menomonee Falls, WI 53051
96
Wealthminder
score

Joseph Dailey (CRD# 2646145) is an Investment Advisor Representative working at Sja Financial Advisory, LLC in Menomonee Falls, WI and has over 22 years of experience in the finance industry. Joseph Dailey 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.

2
Adam W. Dodge
CRD#: 5581033
111 Heritage Reserve, Suite 100, Menomonee Falls, WI 53051
96
Wealthminder
score

Adam Dodge (CRD# 5581033) is an Investment Advisor Representative working at Sja Financial Advisory, LLC in Menomonee Falls, WI and has over 8 years of experience in the finance industry. Adam Dodge 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.

3
Barry S. Sattell
CRD#: 3205011
111 Heritage Reserve, Suite 100, Menomonee Falls, WI 53051
93
Wealthminder
score

Barry Sattell (CRD# 3205011) is an Investment Advisor Representative working at Sja Financial Advisory, LLC in Menomonee Falls, WI and has over 18 years of experience in the finance industry.

4
Christine M. Smyth
CRD#: 2855531
111 Heritage Reserve, Suite 100, Menomonee Falls, WI 53051
93
Wealthminder
score

Christine Smyth (CRD# 2855531) is an Investment Advisor Representative working at Sja Financial Advisory, LLC in Menomonee Falls, WI and has over 19 years of experience in the finance industry.

5
Daniel R. Zawidowski
CRD#: 4634273
111 Heritage Reserve, Suite 100, Menomonee Falls, WI 53051
93
Wealthminder
score

Daniel Zawidowski (CRD# 4634273) is an Investment Advisor Representative working at Sja Financial Advisory, LLC in Menomonee Falls, WI and has over 14 years of experience in the finance industry.

6
F. M. Arnow
CRD#: 4404964
111 Heritage Reserve, Suite 100, Menomonee Falls, WI 53051
90
Wealthminder
score

F. Arnow (CRD# 4404964) is an Investment Advisor Representative working at Sja Financial Advisory, LLC in Menomonee Falls, WI and has 1 year of experience in the finance industry. F. Arnow 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.

7
Matthew P. Goihl
CRD#: 5547291
111 Heritage Reserve, Suite 100, Menomonee Falls, WI 53051
90
Wealthminder
score

Matthew Goihl (CRD# 5547291) is an Investment Advisor Representative working at Sja Financial Advisory, LLC in Menomonee Falls, WI and has 1 year of experience in the finance industry. Matthew Goihl 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.