Dalton Matkovich (CRD# 7471492) is an Investment Advisor Representative working at United Advisors America in Kronenwetter, WI and has 1 year of experience in the finance industry.
CRD# 6862114
Thrivent Investment Management Inc.
CRD# 2315435
Thrivent Investment Management Inc.
CRD# 4290200
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
United Advisors America | Prosper, TX | Apr 2024 - Current | < 1 |
Alliance America | University Park, FL | Jan 2024 - Current | < 1 |
Aaa | Eau Claire, WI | May 2023 - Nov 2023 | < 1 |
Northwestern Mutual Investment Services LLC | Altoona, WI | Mar 2022 - Apr 2023 | 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2022 - Apr 2023 | 1 |
Woodbury Financial Services Inc. | Wausau, WI | Nov 2022 - Jan 2023 | < 1 |
Clark County Rehab And Living Center | Owen, WI | Apr 2018 - Jan 2022 | 3 |
Creekside Convinience | Owen, WI | Jun 2017 - Aug 2018 | 1 |
Paulas Country Diner | Withee, WI | May 2016 - Aug 2017 | 1 |
Student | Owen, WI | Oct 2011 - May 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- WI
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Total Assets Under Management260MILLIONS
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Total Number of Accounts2,249ACCOUNTS
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Average Account Value$115,685
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, CO, FL, GA, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NJ, OH, OK, PA, TN, TX, VA, WI
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