JD
JD

Joel Arthur Dykman

29 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
15,949 clients
Average Client Portfolio
$837K average
Assets Under Management
$13.3B

Fee Structure

Minimum Investment:$1M
Minimum Annual Fee:$6,000
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Location

1500 West Market Street, Suite 275, Mequon, WI, 53092

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joel is employed by Madison Investment Holdings, Inc. and provides services to affiliated investment advisor firms. The hours vary but occur during trading hours.

Employment History
Current Registrations
Mfd Distributor, LLCBroker
August 2021 - Present · 4 yrs 6 mos
Mfd Distributor, LLC
August 2021 - Present · 4 yrs 6 mos
Madison Investment Advisors, LLC
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Reinhart Partners, INC.
March 2011 - June 2021 · 10 yrs 3 mos
Foreside Fund Services, LLCBroker
January 2007 - February 2011 · 4 yrs 1 mo
Optique Capital Management, INC.
June 1998 - March 2011 · 12 yrs 9 mos
Johnson Asset Management INC
June 1998 - December 2002 · 4 yrs 6 mos
M&i Brokerage Services, INC.Broker
January 1995 - January 1997 · 2 yrs
State Registrations50 states
AKALARAZCACOCTDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Joel Arthur Dykman - Financial Advisor | TrueAdvisor