Andrew Dalka is a registered investment advisor at M Holdings Securities, INC., based in Omaha, NE, with 15 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.
Fee Estimator
Location
11516 Miracle Hills Drive, Suite 100, Omaha, NE, 68154
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
M Holdings Securities, INC.Broker
HUB Investment Partners, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Garnett Investment Strategies
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
State Farm Vp Management CORP.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
State Registrations5 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
More Advisors
- Matthew MunyonM Holdings Securities, INC.
- Robert Swartzbaugh, ChFCM Holdings Securities, INC.
- Samantha Rathje, CFPBridges Investment Management INC
- Ryan Beyel, CFPFirst Heartland Consultants, INC.
- Aaron Winters, CFPWealthplan Partners
- Tyler Schlumpf, CFAPrivate Wealth Asset Management