Adam Lee Dalke
Investment adviser representative at Associated Investment Services, Inc.
21 yearsExperience
8 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
Are you Adam Lee Dalke? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Associated Investment Services, Inc.Feb 2005 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 8 states (AZ, CO, FL, IA, MI, MN, NC, WI).
Associated Investment Services, Inc.
$1.2BAssets managed
3,852Clients
42Advisers
16 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
- 4628737
- Firm CRD
- 1464