Zachary Dujmic
Financial Strategies · Brookfield, Wisconsin
Zachary Dujmic is a fee-only financial advisor at Financial Strategies in Brookfield, Wisconsin. Financial Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Strategies |
|---|---|
| Based in | Brookfield, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $149.8M across 560 accounts |
| SEC registration | Investment adviser representative in WI · CRD 8155967 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.retirementandwealth.com |
How Zachary's firm compares
- Financial Strategies's average account is about $268,000, from its Form ADV (assets managed divided by 560 accounts).
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Questions about Zachary
Is Zachary Dujmic a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, Financial Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Zachary Dujmic based?
Zachary Dujmic is based in Brookfield, Wisconsin.
Is Zachary Dujmic registered with the SEC?
Yes. Zachary Dujmic is registered as an investment adviser representative in WI (CRD 8155967), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Strategies manage?
Financial Strategies reports $149.8M across 560 accounts in assets under management.
How do I contact Zachary Dujmic?
Through Zachary's website, www.retirementandwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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