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Michele Dallmann

MAYNERICH FINANCIAL·VIRDEN, Illinois
SIE, Series 6, Series 7, Series 9, Series 10, Series 63Clean recordMAYNERICH FINANCIAL
405 N. SPRINGFIELD ST., VIRDEN, IL 62690-1439CRD# 4254902Firm CRD# 331546

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michele Dallmann · VIRDEN, IL
Registration
CRD #4254902 · MAYNERICH FINANCIAL
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 9
Series 10
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MAYNERICH FINANCIAL
CRD 331546 · SEC 801-131152
AUM
$109M
Regulatory assets under management
Employees
5
937 client accounts
Services offered by MAYNERICH FINANCIAL
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MAYNERICH FINANCIAL →
Introduction

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Frequently Asked Questions

What services does Michele Dallmann offer?
Michele Dallmann specializes in Financial Planning, Investment Management. Contact their office in VIRDEN, Illinois for a consultation.
What are Michele Dallmann's credentials?
Michele Dallmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michele Dallmann located?
Michele Dallmann is based in VIRDEN, Illinois, working with MAYNERICH FINANCIAL. Their office serves clients in the VIRDEN metropolitan area and surrounding communities.
How does Michele Dallmann charge for services?
Michele Dallmann's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAYNERICH FINANCIAL?
MAYNERICH FINANCIAL has approximately 5 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MAYNERICH FINANCIAL

Andrew Thomas Maynerich
VIRDEN, IL
CFP

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Nearby cities in Illinois
CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)
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Research
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