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Jay Anthony Czarapata

Jay A. Czarapata

WEALTHSPIRE ADVISORS
MILWAUKEE, WI 53202
CRD#: 3231731
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Jay Anthony Czarapata
Jay Anthony CzarapataWEALTHSPIRE ADVISORS

Professional summary

Jay Anthony Czarapata, CFP®, who also goes by Jay A Czarapata, is a registered financial advisor currently at WEALTHSPIRE ADVISORS located in Milwaukee, Wisconsin and FIDUCIENT ADVISORS LLC located in Chicago, Illinois.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jay has worked at 11 firms and has passed the Series 63, Series 66, SIE, Series 6 and Series 7 exams.

Core Areas of Focus

Business Owners
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules

Biography

Education & Credentials University of Wisconsin-Whitewater, Finance BBA University of Wisconsin-Milwaukee, Accounting Certificate of Major Certified Financial Planner™

Question & Answer

What are your service offerings?
Employee and Employer Plan Ben...
Retirement Planning
Investment Planning
Tax Planning
Estate Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

Jay A Czarapata

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Anthony Czarapata's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2006

Experience

Current

January 4, 2021 - Present

WEALTHSPIRE ADVISORS

Office #1: 330 E Kilbourn Ave Ste 950, Milwaukee, WI 53202
RIA
CRD#: 106181
MILWAUKEE, WI
Current

June 26, 2026 - Present

FIDUCIENT ADVISORS LLC

Office #1: 500 W. Madison Street, Suite 3260, Chicago, IL 60661
RIA
CRD#: 106720
Chicago, IL
Past

April 1, 2016 - June 26, 2020

WEALTHSPIRE CAPITAL, LLC

BD
CRD#: 171970
Milwaukee, WI
Past

June 13, 2013 - December 31, 2020

WEALTHSPIRE ADVISORS

RIA
CRD#: 168095
MILWAUKEE, WI
Past

May 24, 2012 - March 28, 2016

BAKER TILLY CAPITAL, LLC

BD
CRD#: 115333
MILWAUKEE, WI
Past

November 11, 2011 - July 8, 2013

BAKER TILLY INVESTMENT ADVISORS

RIA
CRD#: 111264
MADISON, WI
Past

April 18, 2006 - November 14, 2011

SVA WEALTH MANAGEMENT, INC.

RIA
CRD#: 105197
BROOKFIELD, WI
Past

June 15, 2004 - March 8, 2006

DELOITTE & TOUCHE INVESTMENT ADVISORS LLC

RIA
CRD#: 104593
MILWAUKEE, WI
Past

April 2, 2002 - April 30, 2003

VISION INVESTMENT SERVICES, INC.

BD
CRD#: 46609
ROSEMONT, IL
Past

July 7, 1999 - April 9, 2001

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 7, 1999 - April 9, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FIDUCIENT ADVISORS LLC
FIDUCIENT ADVISORS LLC
DIMEO SCHNEIDER & ASSOCIATES LLC | FIDUCIENT ADVISORS LLC

CRD#: 106720 / SEC#: 801-48820

RIA
Registered Investment Advisory firm - (3/27/1995 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(1/4/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 6/27/2012
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/20/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/23/2012
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 7/2/1999
General Securities Representative Examination

Current Firm

FIDUCIENT ADVISORS LLC
FIDUCIENT ADVISORS LLC
DIMEO SCHNEIDER & ASSOCIATES LLC | FIDUCIENT ADVISORS LLC

CRD#: 106720 / SEC#: 801-48820

RIA
Registered Investment Advisory firm - (3/27/1995 Approved)
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Contact information

Main Address
500 W Madison Street Suite 3260, Chicago, IL 60661-4593
Mailing Address
Phone number
(312) 853-1000
Established
Firm type
Fiscal year end
# of Employees
218

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDUCIENT ADVISORS LLC PART 2A (11/25/2025)

Regulatory assets under management

Total Number of Accounts1,150
AUM (Assets Under Management)$ 67,638,977,771

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/10/2025
Cover Page
Report
09/30/2024
Cover Page
Report
11/14/2023
Cover Page
Report
01/23/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FIDUCIENT ADVISORS LLC

FIDUCIENT ADVISORS LLC

CRD#: 106720Milwaukee, WI 53202

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