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Lafayette Financial Advisors
Financial Planning Consultants
3721 Rome Drive, Suite B
Lafayette, IN 47905
(765) 588-3615
Visit Website
“Specializing in Wealth Managment”
Advisor Profile
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.
 

General Information
Gender:    Male
CRD#:    123832
SEC File#:    63430
States Licensed in:    AL CA FL GA IL IN KY MI OH OK TN TX WI
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    15
I work with the following types of clients:    Businesses, Investment Clubs, Individual Investors, Non-Profit Organizations
 

Education
Academic Background
 
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.
 

Services
Investment Types:    Alternative Investments, Exchange Traded Funds (ETFs), International Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance
 

Qualifications & Memberships
Certifications, Accreditations & Designations:    PPC, Accredited Investment Fiduciary® (AIF), Chartered Life Underwriter (CLU®), Registered Financial Consultant (RFC), Chartered Financial Consultant (ChFC®), Life Underwriter Training Council Fellow (LUTCF)
Securities Licenses:    Series 63, Series 7, Series 65, Series 24, Series 51
Insurance and Annuity Licenses:    Variable Annuity, Long Term Care, Variable Life, Property, Casualty, Annuity, Health, Life
Financial Organization Memberships:    National Association of Insurance and Financial Advisors (NAIFA), Several Others, National Association of Estate Planners & Councils (NAEPC), National Association of Personal Financial Advisors (NAPFA), Society of Financial Services Professionals, Financial Planning Association (FPA), Million Dollar Roundtable
 

Firm Information
Number of Advisors in Office:    Up to 10 employees
I work with clients as part of a team:    Yes
 

Compliance
Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees
I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Commissions, Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:    1.25
Hourly Rate:    $175
 
 
 
Prepared By: Mark Dahlenburg