Dennis Mahler, financial advisor Shelbyville IN

Dennis Mahler

CRD Number: 6782937
Current Firm: Edward Jones

Dennis Mahler (CRD# 6782937) is an Investment Advisor Representative working at Edward Jones in Shelbyville, IN and has over 5 years of experience in the finance industry.

Similar Advisors
Alexander Adams, financial advisor Shelbyville IN
Alexander S. Adams
CRD# 1022482
Fifth Third Securities, Inc.
Similar Advisors
Eric Alexander, financial advisor Shelbyville IN
Eric S. Alexander
CRD# 5724984
Oneamerica Securities, Inc.
Similar Advisors
Adam Allen, financial advisor Shelbyville IN
Adam W. Allen
CRD# 4347325
Raymond James Financial Services Advisors, Inc.
Company Name Location Dates Years
Edward Jones St Louis, MO Dec 2018 - Current 5
Ball State University Muncie, IN Sep 2015 - Dec 2018 3
Ball State University Muncie, IN Aug 2015 - Dec 2018 3
Auto-owners Insurance Indianapolis, IN May 2018 - Aug 2018 < 1
Northwestern Mutual Greenwood, IN May 2017 - Dec 2017 < 1
Dairy Queen Inc. Whiteland, IN Mar 2013 - Jan 2017 3
Franklin Community Schools Franklin, IN Sep 2012 - Apr 2016 3
Franklin Community Schools Franklin, IN Jan 2002 - Dec 2015 13
Franklin Heritage Inc. Franklin, IN Jun 2012 - Jan 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Dennis L. Mahler
Phone Number: 314-515-2000
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.