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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Zachary Steven Hidden

Zachary S. Hidden

PERK PLANNING
Wauwatosa, WI
Some features on this profile are disabled
CRD#: 6742600
Zachary Steven Hidden

Professional summary

Zachary Steven Hidden, CFP®, who also goes by Zach Hidden, is a registered financial advisor currently at PERK PLANNING located in Wauwatosa, Wisconsin.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Zachary has worked at 2 firms and has passed the Series 65 exam.

Core Areas of Focus

Charitable Giving
College/Education Planning
Estate & Generational Planning Issues
Hourly
Investment Advice without Ongoing Management
Tax Planning

Question & Answer

What are your service offerings?
Investment Planning
Estate Planning
Education Planning
Tax Planning
Comprehensive Financial Planni...
Retirement Planning
Debt Management
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Zach Hidden

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 Zachary Steven Hidden's 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: 2017

Experience

Current

August 9, 2021 - Present

PERK PLANNING

RIA
CRD#: 166369
Wauwatosa, WI
Past

February 3, 2017 - August 23, 2021

PLANTE MORAN FINANCIAL ADVISORS

RIA
CRD#: 112158
Chicago, IL

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
Texas
(8/9/2021)
IAR
Wisconsin
(8/9/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/3/2017
Uniform Investment Adviser Law Examination

Current Firm

PERK PLANNING
PERK PLANNING
MODERN FINANCIAL PLANNING, LLC | PERK PLANNING

CRD#: 166369 / SEC#:

Texas
Registered Investment Advisory firm - (4/8/2013 Conditional Restricted)
Wisconsin
Registered Investment Advisory firm - (1/2/2013 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
25 West Main Suite 500, Madison, WI 53703
Mailing Address
Phone number
(608) 628-8730
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

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

PERK PLANNING

PERK PLANNING

CRD#: 166369Wauwatosa, WI

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