Michael Zugan has been an investment adviser representative at CLF Asset Management since July 2023, and is not listed among the firm’s executive officers or direct owners. Michael Zugan holds a Bachelor's Degree in Finance with a concentration in Wealth Management and Financial Planning from The University of Wisconsin-Madison.
CLF Asset Management, Inc. is a Madison, WI firm with $147M under management, 386 clients and 5 advisers in one office, as of its March 2026 filing.
Michael R. Zugan joined CLF Asset Management full-time in June 2023 after interning with the firm in 2022. He has started establishing new client relationships, with a focus on financial planning and wealth management.
- CLF Asset Management, Inc.Current– present · 3 yearsMadison, WI · Adviser representative · Firm CRD 284060
Professional designations
Listed by CLF Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michael Zugan is registered as an investment adviser representative in Wisconsin, since July 2023.
- WisconsinSince 12 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 July 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Robert Zugan
- CRD
- 7647528
- Firm
- CLF Asset Management · CRD 284060
- Office
- 999 FOURIER DRIVE, SUITE 301, Madison, WI 53717
- Registration
- Investment adviser registration
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- clfasset.com
Where does Michael Zugan work?
Michael Zugan is an investment adviser representative registered through CLF Asset Management, Inc. since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is Michael Zugan a financial advisor?
Yes. Michael Zugan has a current investment-adviser registration in Wisconsin, through CLF Asset Management since July 2023.
How many years of experience does Michael Zugan have?
Michael Zugan has 3 years in the financial industry, since July 2023, across 1 adviser firm.
What exams has Michael Zugan passed?
Michael Zugan passed the Series 65 in July 2023.
Where is Michael Zugan based?
Michael Zugan’s registered office is in Madison, WI.
Is Michael Zugan registered with FINRA?
No. Michael Zugan has no current broker registration.
Is Michael Zugan a CFP?
CLF Asset Management lists Michael Zugan with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Zugan’s record?
Search CRD 7647528 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Zugan’s full registration record.
