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Daniel Gene Wilhelm

Analytical Investment Services

La Crosse, WI

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Current Employers
Analytical Investment Services

1523 Rose Street, Ste 8, La Crosse, WI 54603 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2007-01-02
  • WI RA
    APPROVED
    Since 2007-01-02

Branch Locations

1523 Rose Street, Ste 8, La Crosse, WI 54603 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Analytical Investment Services Holmen WI 01/1994 Present
Analytical Investment Services, Inc. La Crosse WI 07/2006 Present
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-07-30
S63 Uniform Securities Agent State Law Examination 1987-05-08
  • S65 Uniform Investment Adviser Law Examination
    2001-07-30
  • S63 Uniform Securities Agent State Law Examination
    1987-05-08
Other Names
  • Dan Wilhelm

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