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Eugene Paul Szaj

DISCIPLINED FINANCIAL SERVICES, INC.·BROOKFIELD, Wisconsin
Clean recordDISCIPLINED FINANCIAL SERVICES, INC.
19575 JANACEK COURT, BROOKFIELD, WI 53045CRD# 441666Firm CRD# 42727

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eugene Paul Szaj · BROOKFIELD, WI
Registration
CRD #441666 · DISCIPLINED FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Eugene Paul Szaj is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with DISCIPLINED FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
DISCIPLINED FINANCIAL SERVICES, INC.
DISCIPLINED FINANCIAL SERVICES, INC
AUM
$74M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at DISCIPLINED FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 441666
Firm CRD# 42727
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eugene Paul Szaj offer?
Eugene Paul Szaj specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BROOKFIELD, Wisconsin for a consultation.
What are Eugene Paul Szaj's credentials?
Eugene Paul Szaj is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eugene Paul Szaj located?
Eugene Paul Szaj is based in BROOKFIELD, Wisconsin, working with DISCIPLINED FINANCIAL SERVICES, INC.. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.
How does Eugene Paul Szaj charge for services?
Eugene Paul Szaj's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DISCIPLINED FINANCIAL SERVICES, INC.?
DISCIPLINED FINANCIAL SERVICES, INC. has approximately 6 employees and manages $74M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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