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Douglas Ira Zidel

ZIDEL FINANCIAL, INC.·BRECKENRIDGE, Colorado
SIE, Series 6, Series 7, Series 24, Series 63, Series 6521 years registeredZIDEL FINANCIAL, INC.
210 S. RIDGE STREET, BRECKENRIDGE, CO 80424CRD# 1449410Firm CRD# 135047

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Ira Zidel · BRECKENRIDGE, CO
Registration
CRD #1449410 · ZIDEL FINANCIAL, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

ZIDEL FINANCIAL INC.
Aug 2005 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · August 4, 2005
Years registered · 21
03

Disclosure History

2014Regulatory·Final
2012Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
ZIDEL FINANCIAL, INC.
CRD 135047 · SEC 801-123333
AUM
$141M
Regulatory assets under management
Employees
1
156 client accounts
Services offered by ZIDEL FINANCIAL, INC.
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ZIDEL FINANCIAL, INC. →
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05

Frequently Asked Questions

What services does Douglas Ira Zidel offer?
Douglas Ira Zidel specializes in Investment Management. Contact their office in BRECKENRIDGE, Colorado for a consultation.
What are Douglas Ira Zidel's credentials?
Douglas Ira Zidel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Ira Zidel located?
Douglas Ira Zidel is based in BRECKENRIDGE, Colorado, working with ZIDEL FINANCIAL, INC.. Their office serves clients in the BRECKENRIDGE metropolitan area and surrounding communities.
How does Douglas Ira Zidel charge for services?
Douglas Ira Zidel's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ZIDEL FINANCIAL, INC.?
ZIDEL FINANCIAL, INC. has approximately 1 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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