Matthew T Dunham

Current Employers

Dream Lake Financial Llc

Saukville, WI • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2024-02-12

WI RA
APPROVED

Since 2024-02-12

Branch Locations

Saukville, WI • 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

Organization	City	State	From	To
Bdo Usa, Llp	Milwaukee	WI	01/2020	12/2021
Milwaukee Fire Department	Milwaukee	WI	11/2009	12/2021
Affiliated Financial Advisors, Inc.	Milwaukee	WI	11/2021	12/2023
Dream Lake Financial Llc	Saukville	WI	12/2023	Present

01/2020 → 12/2021

Bdo Usa, Llp

Milwaukee, WI
11/2009 → 12/2021

Milwaukee Fire Department

Milwaukee, WI
11/2021 → 12/2023

Affiliated Financial Advisors, Inc.

Milwaukee, WI
12/2023 → Present

Dream Lake Financial Llc

Saukville, WI

Previous Registrations

2021-12-13 → 2023-12-11

Affiliated Financial Advisors Inc

Milwaukee, WI

Other Businesses

Matthew Dunham is the Owner of Dream Lake Tax and Accounting. He devotes 19% of his time during market trading hours to this activity. This activity is not investment related and does not pose a conflict of interest.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-12-13

S65 Uniform Investment Adviser Law Examination

2021-12-13

View on SEC IAPD