Dana K Dodak

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2023 → 05/2024
  Raymond James & Associates Inc.
  Fenton, MI
• 05/2024 → Present
  Raymond James & Associates Inc.
  St. Petersburg, FL
• 08/2022 → 08/2023
  Athletico Physical Therapy
  Fenton, MI
• 07/2021 → 08/2022
  Ivy Rehab Physical Therapy
  Portage, MI
• 10/2012 → 08/2019
  Applebee's Grill And Bar
  Lansing, MI
• 08/2019 → 02/2021
  Applebee's Grill And Bar
  Portage, MI
• 08/2023 → 12/2023
  Unemployed
  Fenton, MI
• 02/2021 → 07/2021
  Unemployed
  Kalamazoo, MI

Exams

• S66 Uniform Combined State Law Examination
  2024-11-30

Other Names

• Dana Brooke Klecker