Unclaimed Profile

Joel Dennis Vrabel

ZIEGLER CAPITAL MANAGEMENT, LLC·CHICAGO, Illinois

Series 2, Series 7, Series 63, Series 65Clean record31 years registeredZIEGLER CAPITAL MANAGEMENT, LLC

20 NORTH CLARK STREET, CHICAGO, IL 60602CRD# 2162875Firm CRD# 135622

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joel Dennis Vrabel · CHICAGO, IL

Registration

CRD #2162875 · ZIEGLER CAPITAL MANAGEMENT, LLC · 31 years registered

Brand Profile

Not yet started

Career History

F/M INVESTMENTS LLC

Apr 2024 – present

ZCM

Jun 2020 – May 2024

MILWAUKEE, WI

ZIEGLER CAPITAL MANAGEMENT, LLC

Apr 2013 – Jun 2020

MILWAUKEE, WI

RED GRANITE ADVISORS LLC

May 2006 – Apr 2013

MILWAUKEE, WI

ROBERT W. BAIRD & CO. INCORPORATED

Feb 1995 – May 2006

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

Series 2

Series 7

Series 63

Series 65

Registration record

First registered · February 22, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZIEGLER CAPITAL MANAGEMENT, LLC

CRD 135622 · SEC 801-64334

AUM

$10.7B

Regulatory assets under management

Employees

2,598 client accounts

Services offered by ZIEGLER CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at ZIEGLER CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Joel Dennis Vrabel offer?

Joel Dennis Vrabel specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Joel Dennis Vrabel's credentials?

Joel Dennis Vrabel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joel Dennis Vrabel located?

Joel Dennis Vrabel is based in CHICAGO, Illinois, working with ZIEGLER CAPITAL MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Joel Dennis Vrabel charge for services?

Joel Dennis Vrabel's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZIEGLER CAPITAL MANAGEMENT, LLC?

ZIEGLER CAPITAL MANAGEMENT, LLC has approximately 86 employees and manages $10.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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