Sandra Zimbric (CRD# 6869752) is an Investment Advisor Representative working at Apex Fiduciary Advisors LLC in Middleton, WI and has over 2 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
Company Name | Location | Dates | Years |
---|---|---|---|
Apex Fiduciary Advisors | Middleton, WI | May 2021 - Current | 3 |
Ameriprise Financial | Middleton, WI | Oct 2017 - Feb 2021 | 3 |
St. John The Baptist Catholic School | Waunakee, WI | Aug 2013 - Oct 2017 | 4 |
Time To Learn Tutoring, LLC | Waunakee, WI | Sep 2010 - Dec 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- WI
-
Total Assets Under Management36MILLIONS
-
Total Number of Accounts135ACCOUNTS
-
Average Account Value$264,042
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX, WI
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