Allen Dable (CRD# 6410308) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Johnson Creek, WI and has over 9 years of experience in the finance industry.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5318395
Thrivent Investment Management Inc.
CRD# 2152775
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Johnson Creek, WI | Jun 2023 - Current | < 1 |
| Securities America Advisors | Johnson Creek, WI | Jun 2023 - Current | < 1 |
| Jp Morgan Securities, LLC | Janesville, WI | Sep 2019 - Jun 2023 | 3 |
| Jp Morgan Chase Bank, N.a. | Janesville, WI | Sep 2019 - Jun 2023 | 3 |
| Pruco Securities, LLC | Jefferson, WI | Jun 2019 - Sep 2019 | < 1 |
| The Prudential Insurance Company Of America | Jefferson, WI | Jun 2019 - Sep 2019 | < 1 |
| Capital Financial Services, Inc. | Milwaukee, WI | Feb 2019 - May 2019 | < 1 |
| Jp Morgan Securities, LLC | Waukesha, WI | Aug 2018 - Jan 2019 | < 1 |
| Jp Morgan Chase Bank, N.a. | Waukesha, WI | Aug 2018 - Jan 2019 | < 1 |
| Thrivent Financial | Appleton, WI | Jan 2015 - Aug 2018 | 3 |
| G&v Machine Company | Ixonia, WI | May 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- WI
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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