Daniel Zak

Daniel Robert Zak

Wealth Management Advisor

  • CFP®
FINRA BrokerCheck
4620 N Ballard Rd,
Appleton, WI 54913
920-739-1155 Visit my website

About my practice

I have been practicing as a Wealth Management Advisor since 2013. I specialize in retirement distribution planning and maintain close relationships with local CPAs and law firms, in order to cover all bases of a clients financial position. I let math dictate my recommendations and trust guide my relationships.

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