Mark Dahlke is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in La Crosse, WI, with 27 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2 Copeland Ave 1st Fl, La Crosse, WI, 54603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark assists with timing ski races, dedicating minimal time. He is also the president of the Onalaska Police and Fire Commission and an investment committee member for the UW-L Alumni & Friends Foundation.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
A. G. Edwards & Sons, INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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