Alan E. Zobel

Strategic Wealth Management Group LLC

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Financial Advisor

Offering advice since: 2009

Areas of focus:

  • Annuities
  • Business planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Medical and Health Issues
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Alan E. Zobel:

I specialize in helping young families achieve their financial goals, and in helping small business owners grow and protect their assets.

My strength is in developing comfortable financial plans. Investing is one thing, but planning is everything.

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

FINRA Series 7 & 66 State Life, Health & Accident license

Alan Zobel is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, Inc. Member SIPC 525 Junction Road, Suite 8100 North, Madison, WI 53717 (608) 829-0015.


Not specified

Will provide references upon request?


Contact Information for Alan E. Zobel

Phone: 608-828-4322
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Fax: 608-829-0017

Address for Alan E. Zobel:
525 Junction Road
Suite 8100 North Tower
Madison, WI, 53717

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