Daniel Gene Wilhelm

Employer firm

Analytical Investment Services CRD 111235

$7.51M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/1994 → Present
  Analytical Investment Services
  Holmen, WI
• 07/2006 → Present
  Analytical Investment Services, Inc.
  La Crosse, WI

Other Businesses

ANALYTICAL SERVICES, 1523 Rose Street, STE 8, La Crosse, WI 54603. A REAL ESTATE APPRAISAL BUSINESS - I AM THE OWNER. THIS BUSINESS IS NOT INVESTMENT RELATED. I AM A REAL ESTATE APPRAISER, PREPARING REPORTS FOR VARIOUS LENDERS. DATES OF PARTICIPATION: 11/21/1995 - PRESENT. APPROX 48 HRS/MO IS SPENT CONDUCTING THIS BUSINESS. APPROX 4HRS/WK DURING TRADING HOURS. La Crosse Logan Alumni Association-Treasurer. LAND CONTRACT - RECEIVES COMPENSATION AS PROPERTY OWNER.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-30
• S63 Uniform Securities Agent State Law Examination
  1987-05-08

Other Names

• Dan Wilhelm