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Adam Lee Dalke

Associated Investment Services, Inc.

De Pere, WI

Green Bay, WI

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Current Employers
Associated Investment Services, Inc.

433 Main Street, Green Bay, WI 54301-5114 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-04-15
IA RA APPROVED 2025-11-04
CO RA APPROVED 2025-01-10
AZ RA APPROVED 2022-02-03
MN RA APPROVED 2021-03-31
FL RA APPROVED 2016-05-13
MI RA APPROVED 2014-05-08
WI RA APPROVED 2009-12-02
  • NC RA
    APPROVED
    Since 2026-04-15
  • IA RA
    APPROVED
    Since 2025-11-04
  • CO RA
    APPROVED
    Since 2025-01-10
  • AZ RA
    APPROVED
    Since 2022-02-03
  • MN RA
    APPROVED
    Since 2021-03-31
  • FL RA
    APPROVED
    Since 2016-05-13
  • MI RA
    APPROVED
    Since 2014-05-08
  • WI RA
    APPROVED
    Since 2009-12-02

Branch Locations

206 N. Wisconsin Street, De Pere, WI 54115 • United States

200 N. Adams Street, Green Bay, WI 54301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Associated Investment Services, Inc. Green Bay WI 02/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-01
S63 Uniform Securities Agent State Law Examination 2003-04-18
  • S65 Uniform Investment Adviser Law Examination
    2009-12-01
  • S63 Uniform Securities Agent State Law Examination
    2003-04-18
Designations

View on SEC IAPD

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KENNETH JOSEPH WIRTZ
Michael J C Kniess
MARK DAVID ALBERS

Other Offices

EDWARD JONES · DE PERE, WI
MML INVESTORS SERVICES, LLC · De Pere, WI
VERUS WEALTH MANAGEMENT · DE PERE, WI
LPL FINANCIAL LLC · DE PERE, WI
PACKERLAND BROKERAGE SERVICES, INC. · DEPERE, WI
AMERIPRISE FINANCIAL SERVICES, LLC · De Pere, WI
CETERA INVESTMENT ADVISERS LLC · DE PERE, WI
AMERIPRISE FINANCIAL SERVICES, LLC · De Pere, WI

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