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David Mark Kolzow

B. C. ZIEGLER AND COMPANY·CHICAGO, Illinois
SIE, Series 7, Series 99TOClean recordB. C. ZIEGLER AND COMPANY
200 SOUTH WACKER DRIVE, CHICAGO, IL 60606CRD# 2613500Firm CRD# 61

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Mark Kolzow · CHICAGO, IL
Registration
CRD #2613500 · B. C. ZIEGLER AND COMPANY
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
B. C. ZIEGLER AND COMPANY
CRD 61 · SEC 801-19699
AUM
$660M
Regulatory assets under management
Employees
275
2,764 client accounts
Services offered by B. C. ZIEGLER AND COMPANY
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at B. C. ZIEGLER AND COMPANY →
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Frequently Asked Questions

What services does David Mark Kolzow offer?
David Mark Kolzow specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are David Mark Kolzow's credentials?
David Mark Kolzow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Mark Kolzow located?
David Mark Kolzow is based in CHICAGO, Illinois, working with B. C. ZIEGLER AND COMPANY. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does David Mark Kolzow charge for services?
David Mark Kolzow's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is B. C. ZIEGLER AND COMPANY?
B. C. ZIEGLER AND COMPANY has approximately 275 employees and manages $660M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at B. C. ZIEGLER AND COMPANY

James Michael Bushman
CHICAGO, IL
Michael Paul Mcdaniel
CHICAGO, IL
Robert Alan Moats
CHICAGO, IL
Daniel Joseph Hermann
CHICAGO, IL
Jeffrey Carl Vredenbregt
CHICAGO, IL
Scott David Rolfs
CHICAGO, IL

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