DAVID ZUPEK – Founder
Dave has a passion for helping and educating others, something that began over 20 years ago. Upon graduating from the University of Wisconsin Madison in 1978, Dave began teaching Economics and History in Madison, WI then in Glencoe, IL, and later in Racine, WI.
Frustrated as a new investor, Dave began researching the market, studying ways to invest wisely, and became absorbed and passionate about learning how to invest. When given the opportunity to change careers, he was called to helping and leading others, to help educate them on how to save and invest more wisely and he became a registered representative. That was back in October of 1992. For 10 years, Dave had a call-in radio show, “Protect Your Assets,” which helped people better understand issues like saving for retirement, investing wisely, tax planning, estate planning, long-term care planning, and Title 19 planning.
Dave has conducted over 750 educational seminars, both for the general public and for employees of large corporations, like InSinkErator, SC Johnson, Daimler-Chrysler, Dresser, Inc.; and at Beloit College, UW Parkside, and Gateway; and for many small businesses.
In 2010, Dave transformed his practice from commission-based to primarily fee-based asset management and financial planning, focusing on wealth management and retirement planning. In 2012, to better describe the focus, the business changed its name TADA Wealth Advisors, Inc. TADA, the acronym “Tactical, Analytical, Dynamic, Active” describes how we manage money. Rather than relying on 3rd party money managers, TADA primarily uses in-house, homegrown, proprietary wealth management strategies, incorporating and using stocks, bonds, ETFs**, mutual funds and alternative investments***, as well as products like variable annuities***** that offer lifetime income benefits.
Our goal is to help each client find and develop a sustainable, reasonable, and desired monthly retirement paycheck, so that they can enjoy their retirement, without worrying about the market.
Dave holds his Series 6 (Investment Company/Variable Contracts Representative), Series 63 (Uniform Securities Agent), Series 65 (Uniform Investment Adviser), and Series 7 (General Securities Representative) licenses, as well as insurance licenses in life, health, and long-term care.
Dave is married to Barbara and they have a beautiful daughter, Sarah. They are active in their local church. Barb’s interests include: scrapbooking and Bible studies. Dave’s interests include: fly fishing, fishing, golf, and photography.
TADA Wealth Advisors supports several ministries, including the Africa Oasis Project and is a corporate sponsor of the In His Grip Celebrity Invitational, all of whom are unaffiliated third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only.