The Zoltak Funke Group - Baird Private Wealth Management

The Zoltak Funke Group - Baird Private Wealth Management A partner that helps you achieve the things you want for yourself and the people you care about most.

Celene loved speaking to spring and winter student-athletes at the University of Louisville earlier this week. She educa...
10/24/2024

Celene loved speaking to spring and winter student-athletes at the University of Louisville earlier this week. She educated them on important financial literacy concepts as they take on the continuously changing landscape of Name, Image, and Likeness.

Celene and David Maneage tied the knot 9/28/24 and are very excited to start this new chapter together!
10/04/2024

Celene and David Maneage tied the knot 9/28/24 and are very excited to start this new chapter together!

Shawn did a Track Day at Road America August 26th with a few of his friends and other car enthusiasts. What an experienc...
08/28/2024

Shawn did a Track Day at Road America August 26th with a few of his friends and other car enthusiasts. What an experience! It was his first time at Road America actually driving on the track, and it was awesome! No wrecks or crashes, we kept it on the track and had a blast.

Shawn came by to celebrate Celene and David’s couple’s shower. Next stop is the big wedding day in September!
08/20/2024

Shawn came by to celebrate Celene and David’s couple’s shower. Next stop is the big wedding day in September!

The Zoltak Funke Group enjoyed a beautiful evening at the Polish Center this week!
08/08/2024

The Zoltak Funke Group enjoyed a beautiful evening at the Polish Center this week!

We are excited to announce that Michael Benash has joined the team as a Client Assistant! Michael joined Baird in 2021, ...
08/01/2024

We are excited to announce that Michael Benash has joined the team as a Client Assistant! Michael joined Baird in 2021, initially working in trading operations. He joined the Zoltak Funke Group last month.

Michael enjoys playing soccer and tennis in his free time, and frequently snowboards during the winter. He also regularly volunteers for Hunger Task Force, which helps provide food boxes for low income seniors. Please welcome Michael to the team!

Last week Shawn was able to get out and support the Polish Center at their annual golf outing. We hope everyone is enjoy...
07/26/2024

Last week Shawn was able to get out and support the Polish Center at their annual golf outing. We hope everyone is enjoying their summer!

Throwback Thursday to the MKE Explore Event earlier this year. This event brings diverse students from high schools and ...
07/18/2024

Throwback Thursday to the MKE Explore Event earlier this year. This event brings diverse students from high schools and colleges throughout the greater Milwaukee area to introduce them to potential careers in the financial services industry. Celene had the opportunity to kick off the day by discussing what a day in the life of a Financial Advisor looks like.

The first half of 2024 was good for the markets but wasn’t without its uncertainties. Strategas President Nicholas Bohns...
07/12/2024

The first half of 2024 was good for the markets but wasn’t without its uncertainties. Strategas President Nicholas Bohnsack weighs in on key economic questions and gives an outlook for the rest of the year.

Strategas weighs in on key economic questions and gives an outlook for the rest of the year.

Happy 4th of July from the Zoltak Funke Group!
07/04/2024

Happy 4th of July from the Zoltak Funke Group!

The Baird Waukesha branch enjoyed a beautiful evening, and Brewers win earlier this week! ⚾
06/27/2024

The Baird Waukesha branch enjoyed a beautiful evening, and Brewers win earlier this week! ⚾

Address

N17W24222 Riverwood Drive STE 240
Waukesha, WI
53188

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+12625235609

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