Unclaimed
Dane Dale Brinker is an investment advisor representative registered with AE Wealth Management, LLC in Seneca, KS. Dane holds a Series 65 license. Dane has been with AE Wealth Management since February 2015. Dane specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Dane also provides selection of other advisors and publishes periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
01/18/2022 - Present
AE Wealth Management, LLC (Seneca KS)
IA
Issued 11/30/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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