Dane Czaplicki (CRD# 4372354) is an Investment Advisor Representative working at Members Wealth LLC in Media, PA and has over 23 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Members Wealth, LLC | Media, PA | Aug 2023 - Current | < 1 |
| Members Wealth, LLC | Media, PA | Aug 2022 - Current | 1 |
| Cs Planning Corp. | Portland, OR | Dec 2022 - Aug 2023 | < 1 |
| Nexwealth LLC | Palm Gardens, FL | Dec 2021 - Dec 2022 | 1 |
| Long Short Advisors | Philadelphia, PA | Oct 2021 - Dec 2022 | 1 |
| Nexwealth LLC | Bozeman, MT | Jan 2021 - Dec 2022 | 1 |
| Long Short Advisors | Palm Beach, FL | Sep 2010 - Dec 2022 | 12 |
| West Capital Management | Philadelphia, PA | Oct 2016 - Jul 2020 | 3 |
| West Capital Management, Inc. | Philadelphia, PA | Aug 2007 - Mar 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2004 |
- PA
-
Total Assets Under Management119MILLIONS
-
Total Number of Accounts304ACCOUNTS
-
Average Account Value$392,469
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, NJ, PA
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