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Konrad Daniel Zagzebski

Konrad D. Zagzebski

SHELLCREST FINANCIAL LLC
MIDDLETON, WI 53562
Some features on this profile are disabled
CRD#: 6975037
Konrad Daniel Zagzebski

Professional summary

Konrad Daniel Zagzebski, CFP®, who also goes by Konrad Daniel Zagzebski, is a registered financial advisor currently at SHELLCREST FINANCIAL LLC located in Middleton, Wisconsin.

Konrad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Konrad has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Business Succession Planning
Retirement Income Management
Tax Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Konrad Daniel Zagzebski

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 Konrad Daniel Zagzebski'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: 2021

Experience

Current

January 22, 2026 - Present

SHELLCREST FINANCIAL LLC

Office #1: 8383 Greenway Boulevard Suite 600, Middleton, WI 53562
RIA
CRD#: 340316
MIDDLETON, WI
Past

March 4, 2024 - December 10, 2025

APW CAPITAL, INC.

BD
CRD#: 43814
Green Bay, WI
Past

January 19, 2024 - January 12, 2026

KERBERROSE WEALTH MANAGEMENT, LLC

RIA
CRD#: 168787
GREEN BAY, WI
Past

November 3, 2021 - January 31, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
GLENVIEW, IL
Past

October 15, 2019 - January 8, 2024

CAPITAL POINT FINANCIAL GROUP, LTD.

RIA
CRD#: 171867
GLENVIEW, IL
Past

November 12, 2018 - January 31, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
GLENVIEW, 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
(1/22/2026)
IAR
Wisconsin
(2/13/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/15/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/13/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/10/2018
General Securities Representative Examination

Current Firm

SF
SHELLCREST FINANCIAL LLC
SHELLCREST FINANCIAL | SHELLCREST FINANCIAL LLC

CRD#: 340316 / SEC#:

Wisconsin
Registered Investment Advisory firm - (2/6/2026 Approved)
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Contact information

Main Address
8383 Greenway Boulevard Suite 600, Middleton, WI 53562
Mailing Address
8383 Greenway Boulevard Suite 600, Middleton, WI 53562
Phone number
(715) 208-0934
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

SHELLCREST FINANCIAL LLC

CRD#: 340316Middleton, WI 53562

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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