Dale Jerome Immekus

Current Employers

Employment History

• 02/2012 → 01/2018
  Cfd Investments, Inc
  Kokomo, IN
• 02/2012 → 01/2018
  Creative Financial Designs, Inc
  Kokomo, IN
• 01/2018 → Present
  Independent Financial Group, Llc
  Lodi, CA

Previous Registrations

• 2012-02-14 → 2018-02-02
  Creative Financial Designs, Inc.
  Lodi, CA
  Kokomo, IN
  Lodi, CA
  Lodi, CA
• 2009-05-21 → 2012-02-14
  Edward Jones
  St Louis, MO
  Lodi, CA

Other Businesses

(1) DEDICATED FINANCIAL SERVICES INC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/05/2015 ADDRESS: 420 E. Kettleman Lane, Suite 3, Lodi CA 95240, United States DESCRIPTION: (5) OWNER OF DEDICATED FINANCIAL SERVICES INC A TAX CONDUIT NOT PUBLISHED TO THE PUBLIC. NON-INVESTMENT RELATED. 1% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (2) DEDICATED FINANCIAL & INSURANCE SERVICES POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 02/13/2012 ADDRESS: 420 E. Kettleman Lane, Suite 3, Lodi CA 95240, United States DESCRIPTION: OWNER OF DBA DEDICATED FINANCIAL & INSURANCE SERVICES USED FOR MARKETING PURPOSES. (3) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2012 ADDRESS: 420 E. Kettleman Lane, Suite 3, Lodi CA 95240, United States DESCRIPTION: (6) CA INSURANCE AGENT OFFERING LIFE, HEALTH, DISABILITY, MEDICARE AND LONG TERM CARE INSURANCE SERVICES SINCE 2012. NON-INVESTMENT RELATED. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (4) LODI CHAMBER OF COMMERCE POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2022 ADDRESS: 35 South School Street, Lodi CA 95240, United States DESCRIPTION: I am no longer a chamber member. (5) DEDICATED FINANCIAL & INSURANCE SERVICES POSITION: Officer/Director NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 02/13/2012 ADDRESS: 420 E. Kettleman Lane, Suite 3, Lodi CA 95240, United States DESCRIPTION: (1) OWNER OF DBA DEDICATED FINANCIAL & INSURANCE SERVICES OFFERING SECURITIES, ADVISORY AND INSURANCE SERVICES SINCE 2012. INVESTMENT RELATED. 85% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. DEDICATED FINANCIAL & INSURANCE SERVICES POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 02/13/2012 ADDRESS: 420 E. Kettleman Lane, Suite 3, Lodi CA 95240, United States DESCRIPTION: (1) OWNER OF DBA DEDICATED FINANCIAL & INSURANCE SERVICES OFFERING SECURITIES, ADVISORY AND INSURANCE SERVICES SINCE 2012. INVESTMENT RELATED. 85% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD.

Exams

• S66 Uniform Combined State Law Examination
  2009-05-15
• S63 Uniform Securities Agent State Law Examination
  2007-04-26