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Daniel Miladinovich

DKM WEALTH MANAGEMENT, INC.·STOCKTON, California
SIE, Series 6, Series 7, Series 63CFPClean record7 years registeredDKM WEALTH MANAGEMENT, INC.
10100 TRINITY PARKWAY, STOCKTON, CA 95219CRD# 6386301Firm CRD# 316778

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Miladinovich · STOCKTON, CA
Registration
CRD #6386301 · DKM WEALTH MANAGEMENT, INC. · 7 years registered
Brand Profile
Not yet started
01

Career History

DKM WEALTH MANAGEMENT, INC.
Oct 2021 – present
LITMAN GREGORY WEALTH MANAGEMENT, LLC
Aug 2018 – Oct 2021
WALNUT CREEK, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
First registered · August 30, 2018
Years registered · 7
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DKM WEALTH MANAGEMENT, INC.
CRD 316778 · SEC 801-127619
AUM
$216M
Regulatory assets under management
Employees
2
447 client accounts
Services offered by DKM WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DKM WEALTH MANAGEMENT, INC. →
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Frequently Asked Questions

What services does Daniel Miladinovich offer?
Daniel Miladinovich specializes in Financial Planning, Investment Management. Contact their office in STOCKTON, California for a consultation.
What are Daniel Miladinovich's credentials?
Daniel Miladinovich holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Daniel Miladinovich located?
Daniel Miladinovich is based in STOCKTON, California, working with DKM WEALTH MANAGEMENT, INC.. Their office serves clients in the STOCKTON metropolitan area and surrounding communities.
How does Daniel Miladinovich charge for services?
Daniel Miladinovich's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DKM WEALTH MANAGEMENT, INC.?
DKM WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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