JD
JD

Joe Allen Dahm

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
3,883 clients
Average Client Portfolio
$198K average
Assets Under Management
$767.4M

Fee Structure

Minimum Investment:$25K
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Location

33335 Grand River, Farmington, MI, 48336

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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 ActivitiesSells Insurance

Joe is the secretary for Homework Inc. and Dahm Editorial Services, LLC, spending minimal time on these activities. He also works as an insurance agent for GLP & Associates, selling life insurance and annuities, and as an investment advisor representative (IAR) for Asset Allocation Strategies, LLC, dedicating about a quarter of his time and about 40% of his time respectively to these roles.

Employment History
Current Registrations
Asset Allocation Strategies, LLC
December 2010 - Present · 15 yrs 2 mos
Glp Investment Services, LLCBroker
March 2002 - Present · 23 yrs 11 mos
State Registrations8 states
CACOFLIAMINCOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Joe Allen Dahm - Financial Advisor | TrueAdvisor