![Garrick G. Zielinski](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Mr. Zielinski founded WFA Asset Management Corporation in 1986 as a fee-based financial advisory firm that has grown into one of the largest independent fee-based firms in Wisconsin.
He maintains ongoing responsibility for portfolio management, and serves as Co-Chair of our Investment Management Committee.
Mr. Zielinski s a Certified Financial Planner (CFP), a Certified Divorce Financial Analyst (CDFA), and a Certified Divorce Specialist (CDS), with over 22-years of financial service industry experience.
In addition to investment management and financial planning, He specializes in divorce planning, and provides expert witness testimony regarding pension valuations and division of ERISA plan assets pursuant to divorce.
Mr. Zielinski is a member of the International Board of Standards and Practices for Certified Financial Planners, Inc., the Institute for Certified Divorce Financial Analysts, Inc., the NASD Board of Arbitrators, the International Association of Financial Planners and the Collaborative Family Law Council of Wisconsin, Inc. In addition, He holds Series 7, 63, & 65 securities licenses.
He has had over 22 years investment experience.
Anciens postes connus de Garrick G. Zielinski
Sociétés | Poste | Fin |
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WFA Asset Management Corp.
![]() WFA Asset Management Corp. Investment ManagersFinance WFA Asset Management Corp. (WFA) is an independent, SEC-registered investment advisor headquartered in Whitefish Bay, Wisconsin. Founded in 1993, WFA provides discretionary and/or non-discretionary investment advisory services to individuals, families, and businesses. | President | 01/01/2006 |
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WFA Asset Management Corp.
![]() WFA Asset Management Corp. Investment ManagersFinance WFA Asset Management Corp. (WFA) is an independent, SEC-registered investment advisor headquartered in Whitefish Bay, Wisconsin. Founded in 1993, WFA provides discretionary and/or non-discretionary investment advisory services to individuals, families, and businesses. | Finance |