Advisor at Zidel Financial Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Zidel Financial Inc.
Location
Breckenridge, CO 80424
Credentials
Series 63, Series 65
Industry experience
39 years
Douglas Zidel is the sole advisor at Zidel Financial Inc. in Breckenridge, CO, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has worked at Lasalle St Securities since 2001. Zidel Financial, Inc. provides financial planning and investment advisory services to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs asset-allocation strategies informed by Modern Portfolio Theory and a combination of fundamental and technical analysis, offering discretionary portfolio management primarily through mutual funds, ETFs, REITs, stocks, bonds, and cash equivalents.
Based on Zidel Financial Inc.
$0 - $5,000,000: 0.50% of assets under management
Account minimum: $2,000,000
210 S. Ridge Street
Breckenridge, CO 80424
California · Colorado · Florida · New York · Texas
Lasalle St Securities
2001 - Present (25 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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