Daniel Zak

Daniel Robert Zak

Financial Advisor

  • CFP®
FINRA BrokerCheck
4620 N Ballard Rd,
Appleton, WI 54913
715-938-5105 920-739-1155 Visit my website

About my practice

Hi, my name is Daniel Zak. I have been practicing as a Financial Advisor since 2013. I specialize in retirement planning and tend to run meetings with a work shop approach. While I tend to work with upper middle class individuals, I will find time for anyone with above average honesty and integrity. I spend many hours per week bettering myself through education to help my clients.

Get in touch

Google Map