Zachary Nowatzki

HAESE FINANCIAL GROUP

Jackson, WI 53037

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CRD#: 7275306

Professional summary

Zachary Nowatzki, who also goes by Zac Michael Nowatzki, Zachary Michael Nowatzki, is a registered financial advisor currently at HAESE FINANCIAL GROUP INC located in Jackson, Wisconsin and SUPERIOR FINANCIAL SERVICES,INC. located in Jackson, Wisconsin.

Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Zachary has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zac Michael Nowatzki | Zachary Michael Nowatzki

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 Nowatzki'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®

None

Experience

Current

January 22, 2026 - Present

HAESE FINANCIAL GROUP INC

Office #1: N168 W21931 Main Street, Jackson, WI 53037

RIA

CRD#: 108980

Jackson, WI

Current

January 5, 2026 - Present

SUPERIOR FINANCIAL SERVICES,INC.

Office #1: N168 W21931 Main St Po Box 139, Jackson, WI 53037

CRD#: 104165

Jackson, WI

Past

August 10, 2023 - December 31, 2025

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

MADISON, WI

Past

August 10, 2023 - December 31, 2025

CETERA WEALTH SERVICES, LLC

CRD#: 13572

MADISON, WI

Past

March 8, 2023 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

MADISON, WI

Past

December 7, 2022 - August 10, 2023

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

MADISON, WI

Past

March 1, 2021 - March 2, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MIDDLETON, WI

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Wisconsin
(1/5/2026)

IAR

Wisconsin
(1/22/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/18/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/3/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/2/2023

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 3/1/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 12/14/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

HAESE FINANCIAL GROUP INC

CRD#: 108980 / SEC#: 801-57602

RIA

Registered Investment Advisory firm - (3/15/2004 Terminated)

Georgia

Registered Investment Advisory firm - (5/13/2011 Approved)

Illinois

Registered Investment Advisory firm - (5/16/2017 Approved)

Wisconsin

Registered Investment Advisory firm - (3/15/2004 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

N168 W21931 Main Street, Jackson, WI 53037

Mailing Address

Po Box 139, Jackson, WI 53037

Phone number

(262) 677-8106

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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Advisor Monitoring

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Zachary Nowatzki

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

HAESE FINANCIAL GROUP INC

SUPERIOR FINANCIAL SERVICES,INC.

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/18/2022

Series 63

Date: 5/3/2021

Series 7TO

Date: 3/2/2023

Series 6TO

Date: 3/1/2021

SIE

Date: 12/14/2020

FINRA

Current Firm

HAESE FINANCIAL GROUP INC

Contact information

Documents

Red Flags

Company Information

HAESE FINANCIAL GROUP INC

TRUST BUT VERIFY

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