Dane Francis Czaplicki
Investment adviser representative at Members Wealth LLC
19 yearsExperience
1 stateRegistered in
CFADesignation
$279.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Members Wealth, LLCAug 2022 to now
- Cs Planning Corp.Dec 2022 to Aug 2023
- Nexwealth LLCJan 2021 to Dec 2022
- Long Short AdvisorsSep 2010 to Dec 2022
- West Capital Management, Inc.Aug 2007 to Jul 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (PA).
Members Wealth LLC
$279.6MAssets managed
166Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4372354
- Firm CRD
- 323778