Dalton
Matkovich
United Advisors America
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About this Advisor
Dalton Matkovich is a financial advisor based in Kronenwetter, Wisconsin, working with United Advisors America. Dalton has previously held positions at Paulas Country Diner, Creekside Convinience, Clark County Rehab And Living Center, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Aaa, Woodbury Financial Services Inc, United Advisors America, and Alliance America. Dalton has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Dalton is part of United Advisors America, which operates out of Kronenwetter, Wisconsin. The firm has 27 employees and manages assets totaling $260.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at United Advisors America includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Advisors America Brokerage Details
$260,175,011
27
2,249
$115,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Dalton Matkovich Work History
United Advisors America
Alliance America
Aaa
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Woodbury Financial Services Inc
Clark County Rehab And Living Center
Creekside Convinience
Paulas Country Diner
Student
Disclosures
Please visit the SEC profile of Dalton Matkovich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Advisors America
Mukwonago, WI
Bloomington, MN
St. Paul, MN
Atlanta, GA
Prosper, TX
Prosper, TX
Kronenwetter, WI
Prosper, TX
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