Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dalton? Claim Your ProfileDalton Matkovich is an investment advisor representative at United Advisors America in Kronenwetter, WI. Dalton has been in the financial services industry since 2022 and has been associated with United Advisors America since April 2024. Dalton is a Series 65 licensed investment advisor representative. Dalton specializes in providing financial planning and portfolio management services to individuals and businesses. Dalton is also a registered investment advisor representative in Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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WI
04/15/2024 - Present
United Advisors America (Kronenwetter WI)
WI
11/08/2023 - 01/04/2024
WOODBURY FINANCIAL SERVICES, INC. (WAUSAU WI)
WI
02/10/2023 - 05/08/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Altoona WI)
IA
Issued 04/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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