Konrad Zagzebski
Konrad Zagzebski is a CFP-designated registered investment advisor at Shellcrest Financial LLC, based in Middleton, WI, with 7 years of industry experience. Konrad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees are individually quoted above $10,000,000.
Fee Estimator
Location
8383 Greenway Boulevard, Suite 600, Middleton, WI, 53562
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2025Other Business ActivitiesSells Insurance
Konrad manages Bartek Capital LLC for private investments and estate planning, dedicating minimal time. He is also a Wealth Advisor at KerberRose Wealth Management, spending nearly full-time on investment management, and an independent insurance agent, spending minimal time selling insurance.
Employment History
Current Registrations
Shellcrest Financial LLC
Previous Registrations
Apw Capital, INC.Broker
Kerberrose Wealth Management, LLC
LPL Financial LLC
Capital Point Financial Group, LTD.
LPL Financial LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.