Inactive

Dalton James Matkovich

United Advisors America

Kronenwetter, WI

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Current Employers

United Advisors America

290 S Preston Road Suite 220, Prosper, TX 75078 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2024-04-15

WI RA
APPROVED

Since 2024-04-15

Branch Locations

Kronenwetter, 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
Paulas Country Diner	Withee	WI	05/2016	08/2017
Creekside Convinience	Owen	WI	06/2017	08/2018
Clark County Rehab And Living Center	Owen	WI	04/2018	01/2022
Northwestern Mutual Life Insurance Company	Milwaukee	WI	01/2022	04/2023
Northwestern Mutual Investment Services Llc	Altoona	WI	03/2022	04/2023
Aaa	Eau Claire	WI	05/2023	11/2023
Woodbury Financial Services Inc	Wausau	WI	11/2022	01/2023
United Advisors America	Prosper	TX	04/2024	Present
Alliance America	University Park	FL	01/2024	Present

05/2016 → 08/2017

Paulas Country Diner

Withee, WI
06/2017 → 08/2018

Creekside Convinience

Owen, WI
04/2018 → 01/2022

Clark County Rehab And Living Center

Owen, WI
01/2022 → 04/2023

Northwestern Mutual Life Insurance Company

Milwaukee, WI
03/2022 → 04/2023

Northwestern Mutual Investment Services Llc

Altoona, WI
05/2023 → 11/2023

Aaa

Eau Claire, WI
11/2022 → 01/2023

Woodbury Financial Services Inc

Wausau, WI
04/2024 → Present

United Advisors America

Prosper, TX
01/2024 → Present

Alliance America

University Park, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-04-11

S65 Uniform Investment Adviser Law Examination

2024-04-11

Other Names

Dalton James Matkovich

View on SEC IAPD

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