Zachary S. Hidden

PERK PLANNING

Wauwatosa, WI

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CRD#: 6742600

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.

Question & Answer

What are your service offerings?

Investment Planning

Estate Planning

Education Planning

Tax Planning

Comprehensive Financial Planni...

Retirement Planning

Debt Management

Do you have an area of expertise or specialization?

Charitable Giving

College/Education Planning

Estate & Generational Planning...

Hourly

Investment Advice without Ongo...

Tax Planning

What is your minimum asset requirement?

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.

Zach Hidden is 1% owner of HCA Holdings LLC, A bookkeeping and consulting firm. This activity amounts to less than 1% of his time per month.

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)

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

State Security Law Exam

IAR

Series 65

Date: 2/3/2017

Uniform Investment Adviser Law Examination

Current Firm

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)

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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

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.

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Zachary S. Hidden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zachary Steven Hidden's CRS (Customer Relationship Summary).

Certified licenses

Experience

PERK PLANNING

PLANTE MORAN FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/3/2017

Current Firm

PERK PLANNING

Contact information

Documents

Red Flags

Company Information

PERK PLANNING

TRUST BUT VERIFY

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