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Dane Francis Czaplicki

Members Wealth LLC

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About Dane Francis Czaplicki

Dane Francis Czaplicki is a financial advisor with Members Wealth LLC. Dane has over 20 years of experience in the financial services industry. He holds the Series 6, 7, and 63 licenses, as well as the Series 65 license. Dane is a Chartered Financial Analyst (CFA) and has specialized expertise in providing financial planning and portfolio management for individuals. Dane also owns and operates a real estate rental business.

Firm Information

Dane Czaplicki is currently registered with Members Wealth LLC. Members Wealth LLC is an investment advisor based in Media, PA. The firm advises individuals and high-net-worth individuals, managing approximately $119.3 million in assets. Members Wealth LLC provides financial planning and portfolio management services.
Members Wealth LLC

211 N. OLIVE STREET

MEDIA, PA 19063

$119.31M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dane Czaplicki’s Registration & Firm History

PA

08/24/2023 - Present

Members Wealth LLC (MEDIA PA)

NJ

12/15/2003 - 07/30/2004

PERSHING LLC (JERSEY CITY NJ)

PA

11/19/2001 - 12/15/2003

LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)

PA

08/14/2001 - 11/06/2001

VANGUARD MARKETING CORPORATION (MALVERN PA)

GA

04/02/2001 - 05/01/2001

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 12/21/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2001

Series 7 - General Securities Representative Examination

BC

Issued 03/30/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dane Francis Czaplicki.
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