Unclaimed Profile

Dane Francis Czaplicki

MEMBERS WEALTH LLC·MEDIA, Pennsylvania

Series 6, Series 7, Series 63, Series 65Clean record21 years registeredMEMBERS WEALTH LLC

211 N. OLIVE STREET, MEDIA, PA 19063CRD# 4372354Firm CRD# 323778

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dane Francis Czaplicki · MEDIA, PA

Registration

CRD #4372354 · MEMBERS WEALTH LLC · 21 years registered

Brand Profile

Not yet started

Career History

MEMBERS WEALTH LLC

Aug 2023 – present

CS PLANNING CORP

Dec 2022 – Nov 2023

Media, PA

NEXWEALTH LLC

Dec 2021 – Dec 2022

Media, PA

LONG SHORT ADVISORS, LLC

Oct 2021 – Mar 2023

Media, PA

WEST CAPITAL MANAGEMENT

Oct 2016 – Jul 2020

PHILADELPHIA, PA

WEST CAPITAL MANAGEMENT, INC.

Aug 2007 – Mar 2017

PHILADELPHIA, PA

VERITABLE LP

Jan 2005 – Jul 2007

NEWTOWN SQUARE, PA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 1, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MEMBERS WEALTH LLC

CRD 323778 · SEC 801-128482

AUM

$119M

Regulatory assets under management

Employees

304 client accounts

Services offered by MEMBERS WEALTH LLC

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 MEMBERS WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Dane Francis Czaplicki offer?

Dane Francis Czaplicki specializes in Financial Planning, Investment Management. Contact their office in MEDIA, Pennsylvania for a consultation.

What are Dane Francis Czaplicki's credentials?

Dane Francis Czaplicki is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dane Francis Czaplicki located?

Dane Francis Czaplicki is based in MEDIA, Pennsylvania, working with MEMBERS WEALTH LLC. Their office serves clients in the MEDIA metropolitan area and surrounding communities.

How does Dane Francis Czaplicki charge for services?

Dane Francis Czaplicki'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 MEMBERS WEALTH LLC?

MEMBERS WEALTH LLC has approximately 6 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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