| Advisor Profile |
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| Name: |
Mark Dahlenburg |
| Phone Number: |
(765) 588-3615 |
| Website: |
Visit Website
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Business Description |
| Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.
Our sole purpose is to help our clients arrange their financial affairs in the most efficient and effective way; to preserve their capital and obtain the highest risk-adjusted returns consistent with their financial objectives; and, most importantly, provide them with peace of mind. |
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General Information |
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| Years of Experience in Financial Services: |
23
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Education |
| Academic Background |
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| Since 1983, Mark has been providing clients with comprehensive wealth management solutions. His areas of expertise include investment portfolio design and management, risk management, retirement planning, and overall comprehensive financial planning. Mark believes the educated client is his best client. |
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Services |
| Investment Types: |
Stocks Mutual Funds, Bond Mutual Funds, International Investments, Alternative Investments, Annuities, Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Chartered Financial Consultant, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 7, Chartered Life Underwriter, National Association of Insurance & Financial Advisors
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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Compensation & Fees |
| Fee % Based on Assets: |
1.25
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| Prepared By: |
Mark Dahlenburg |
Frequently Asked Questions |
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