Adam Dalke, financial advisor De Pere WI

Adam Dalke

CRD Number: 4628737
Current Firm: Associated Investment Services, Inc.

Adam Dalke (CRD# 4628737) is an Investment Advisor Representative working at Associated Investment Services, Inc. in De Pere, WI and has over 20 years of experience in the finance industry. Adam Dalke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Associated Investment Services, Inc. Green Bay, WI Feb 2005 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Adam L. Dalke
Phone Number: 800-595-7722
Registered State(s):
  • AZ
  • FL
  • MI
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    827
    MILLIONS
  • Total Number of Accounts
    4,827
    ACCOUNTS
  • Average Account Value
    $171,381
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, FL, GA, IA, IL, IN, LA, MI, MN, MO, NE, NV, OH, SC, TX, WI

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