Jay Anthony Czarapata
CFP®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 WEALTHSPIRE INSTITUTIONAL, 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Retirement Planning
- Investment Management
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
Biography
Education & Credentials University of Wisconsin-Whitewater, Finance BBA University of Wisconsin-Milwaukee, Accounting Certificate of Major Certified Financial Planner™
Other Aliases
Jay A Czarapata
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Credentials
Years of Experience
27 years in the financial services industry
Current & Past Employments
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Current Firm
DIMEO SCHNEIDER & ASSOCIATES LLC | WEALTHSPIRE INSTITUTIONAL, LLC | FIDUCIENT ADVISORS LLC
Contact Information
Main Address
500 W Madison Street Suite 3260, Chicago, IL 60661-4593Phone Number
(312) 853-1000# of Employees
210SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,241AUM (Assets Under Management)
$97,541,531,200Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/10/2025 | Cover Page | Report |
| 09/30/2024 | Cover Page | Report |
| 11/14/2023 | Cover Page | Report |
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
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.
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
Primary Firm SEC Registration
DIMEO SCHNEIDER & ASSOCIATES LLC | WEALTHSPIRE INSTITUTIONAL, LLC | FIDUCIENT ADVISORS LLC
State Registrations and Notice Filings
(1/4/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2012About the Series 6 examSimilar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Jay Anthony Czarapata's CRS (Customer Relationship Summary).
Services Offered by Jay
- Business Services
- Retirement Planning
- Investment Management
- Tax Planning
- Estate & Legacy Planning
- Financial Planning
Similar Advisors
BKM WEALTH MANAGEMENT
INDEPENDENT FINANCIAL PARTNERS
DRAKE & ASSOCIATES, LLC
