Shawn Zoltak is the Director and a Financial Advisor for The Zoltak Funke Group. He joined Baird in 1998 after graduating from Marquette University with a degree in Business Economics. Shawn is originally from Greenfield, WI and currently resides in Waukesha, WI. He has worked his entire career in the financial services industry in areas related to Operations, Marketing, and Private Wealth Management. These roles provide him with the expertise needed to develop a plan that allows his clients to achieve their financial goals. He strives to have a positive impact on the lives of his clients, while also educating them about the investment markets along the way. The team’s collaborative approach ensures personalized attention for each client, while delivering expert guidance in investments, financial planning, estate planning, and retirement.
Loyal supporter of...
- Crohn’s & Colitis Foundation
- South Milwaukee Yacht Club
- Milwaukee Film
- Habitat for Humanity
Education and Designations
- Bachelor of Science in Business Economics - Marquette University
- FINRA Series 7, Series 63, and Series 65 licensed
- State of Wisconsin Insurance License: Life, Variable Life / Variable Annuity Long Term Care