Dalip Chadha (CRD# 5777887) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Greendale, WI and has over 13 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Greendale, WI | Apr 2019 - Current | 5 |
| U.s. Bank | Greendale, WI | Apr 2019 - Current | 5 |
| Wells Fargo Clearing Services, LLC | Menomonee Falls, WI | Nov 2016 - Apr 2019 | 2 |
| Wells Fargo Bank, Na | Menomonee Falls, WI | Jun 2015 - Apr 2019 | 3 |
| Wells Fargo Advisors, LLC | Menomonee Falls, WI | Jun 2015 - Nov 2016 | 1 |
| J.p. Morgan Securities LLC | Franklin, WI | Feb 2014 - Jun 2015 | 1 |
| Jpmorgan Chase Bank | Franklin, WI | Feb 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- WI
-
Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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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