TrueAdvisor
TrueAdvisor
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Zachary Zewiske

Nadler Financial Group, INC.
3 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners
Nadler Financial Group, INC.
Compensation
Fee-Only (AUM)
Firm Size
13 advisors
Number of Clients
1,016 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.9B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$2,000

Location

444 Skokie Blvd, Northbrook, IL, 60062

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Nadler Financial Group, INC.
November 2025 - Present · 3 mos
Ausdal Financial Partners, INC.Broker
November 2025 - Present · 3 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
July 2022 - October 2025 · 3 yrs 3 mos
Charles Schwab & CO., INC.
July 2022 - October 2025 · 3 yrs 3 mos
Principal Securities, INC.
February 2022 - May 2022 · 3 mos
Principal Securities, INC.Broker
January 2022 - May 2022 · 4 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.