Diane Wilke (CRD# 2128363) is an Investment Advisor Representative working at Mckinley Capital Management, LLC in Anchorage, AK and has over 33 years of experience in the finance industry.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The (wilson) Williams Financial Group | Anchorage, AK | Dec 2001 - Current | 22 |
| Mckinley Partners LLC | Anchorage, AK | Apr 1996 - Current | 28 |
| Mckinley Capital Management, Inc. | Anchorage, AK | Feb 1990 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1991 |
- AK
- TX
-
Total Assets Under Management996MILLIONS
-
Total Number of Accounts301ACCOUNTS
-
Average Account Value$3,308,585
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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