Don Jerome Dahlman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2005 → Present
  M&I Brokerage Services Inc
  Milwaukee, WI
• 07/2011 → Present
  Bmo Harris Bank N.A.
  Milwaukee, WI
• 07/2005 → Present
  M&I Insurance Services
  Milwaukee, WI
• 07/2005 → Present
  M&I Trust Company
  Milwaukee, WI
• 08/2012 → Present
  Bmo Harris Financial Advisors, Inc.
  Fox Point, WI
• 03/2021 → Present
  Lpl Financial Llc
  Fox Point, WI

Previous Registrations

• 2012-08-01 → 2021-03-24
  Bmo Harris Financial Advisors, Inc.
  Milwaukee, WI
  Fox Point, WI
  Chicago, IL
• 2005-09-15 → 2012-08-01
  M&I Financial Advisors, Inc
  Milwaukee, WI
  Fox Point, WI
  Thiensville, WI
  Whitefish Bay, WI
  Whitefish Bay, WI
  Mequon, WI
  Fox Point, WI
• 2010-04-29 → 2012-04-18
  M&I Investment Management Corp.
  Milwaukee, WI
• 2004-06-17 → 2004-07-22
  Td Ameritrade, Inc.
  Milwaukee, WI

Exams

• S66 Uniform Combined State Law Examination
  2003-06-27
• S63 Uniform Securities Agent State Law Examination
  1992-11-20

Other Names

• Don Jerome Dahlman
• Don Jerome Dahlman