Zachary Dujmic has been an investment adviser representative at Financial Strategies since August 2025, and is not listed among the firm’s executive officers or direct owners. Zachary Dujmic studied at the University of Wisconsin–Madison.
Financial Strategies, Inc. is a Brookfield, WI firm with $150M under management, 199 clients and 4 advisers in one office, as of its September 2026 filing.
Zach Dujmic is Junior Associate Financial Planner of Financial Strategies, Inc., based in Brookfield, Wisconsin. He graduated from the University of Wisconsin–Madison in May 2025. During the summer between his junior and senior year, he was an Investment Management Intern at Wisconsin Capital Management in Madison, Wisconsin.
- Financial Strategies, Inc.Current– present · 1 yearBrookfield, WI · Adviser representative · Firm CRD 113097
Investment adviser representative registrations
Zachary Dujmic is registered as an investment adviser representative in Wisconsin, since August 2025.
- WisconsinSince 28 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 August 2025 |
| SIE | Securities Industry Essentials Examination | 8 March 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Zachary Daniel Dujmic
- CRD
- 8155967
- Firm
- Financial Strategies · CRD 113097
- Office
- 13555 BISHOPS COURT, SUITE 340, Brookfield, WI 53005
- Registration
- Investment adviser registration
- In the industry since
- August 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- financialstrategiesinc.com
Where does Zachary Dujmic work?
Zachary Dujmic is an investment adviser representative registered through Financial Strategies, Inc. since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Dujmic a financial advisor?
Yes. Zachary Dujmic has a current investment-adviser registration in Wisconsin, through Financial Strategies since August 2025.
How many years of experience does Zachary Dujmic have?
Zachary Dujmic has 1 year in the financial industry, since August 2025, across 1 adviser firm.
What exams has Zachary Dujmic passed?
Zachary Dujmic has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in March 2025.
Where is Zachary Dujmic based?
Zachary Dujmic’s registered office is in Brookfield, WI.
Is Zachary Dujmic registered with FINRA?
No. Zachary Dujmic has no current broker registration.
How can I verify Zachary Dujmic’s record?
Search CRD 8155967 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Dujmic’s full registration record.
