Adam Dalke, financial advisor De Pere WI
93 score

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 13 years of experience in the finance industry.

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Company Name Location Dates Years
Associated Investment Services, Inc. Green Bay, WI Feb 2005 - Current 11
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):
  • FL
  • WI
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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