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Lane Dillon Valimont

Denali Wealth Management, Inc.

Mequon, WI

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Current Employers
Denali Wealth Management, Inc.

1325 W Towne Square Road, Mequon, WI 53092-5047 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2023-01-25
  • WI RA
    APPROVED
    Since 2023-01-25

Branch Locations

1325 W Towne Square Road, Mequon, WI 53092-5047 • 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
Denali Wealth Management, Inc. Meqon WI 01/2023 Present
Bradley Corporation Menomonee Falls WI 08/2021 01/2023
Arrowhead High School Hartland WI 10/2021 03/2022
Bradley Corporation Menomonee Falls WI 05/2020 08/2021
Birmingham Bulls Pelham AL 09/2019 03/2020
Marian University Fond Du Lac WI 01/2018 07/2019
St Norbert College De Pere WI 09/2015 12/2017
  • 01/2023 → Present
    Denali Wealth Management, Inc.
    Meqon, WI
  • 08/2021 → 01/2023
    Bradley Corporation
    Menomonee Falls, WI
  • 10/2021 → 03/2022
    Arrowhead High School
    Hartland, WI
  • 05/2020 → 08/2021
    Bradley Corporation
    Menomonee Falls, WI
  • 09/2019 → 03/2020
    Birmingham Bulls
    Pelham, AL
  • 01/2018 → 07/2019
    Marian University
    Fond Du Lac, WI
  • 09/2015 → 12/2017
    St Norbert College
    De Pere, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-20
  • S65 Uniform Investment Adviser Law Examination
    2023-01-20

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
CHARLES SCHWAB & CO., INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
REINHART PARTNERS, LLC
MADISON INVESTMENT ADVISORS, LLC

Other Investors

WAYNE SPENCER FRANK
MELINDA AGNES WACKER
Blake Jalovec
WILLIAM GERARD MORSE
JUDITH K SCHULTZ
MICHAEL ALAN KRAMER
DANIEL JAY AIKEN
ANDREW MICHAEL WIZIARDE

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · MEQUON, WI
LPL FINANCIAL LLC · MEQUON, WI
CHARLES SCHWAB & CO., INC. · Mequon, WI
OSAIC WEALTH, INC. · MEQUON, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Mequon, WI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MEQUON, WI
REINHART PARTNERS, LLC · MEQUON, WI
MADISON INVESTMENT ADVISORS, LLC · MEQUON, WI

More in Mequon, WI

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