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Marc Joseph Dion

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC·MENOMONEE FALLS, Wisconsin
Unclaimed Profile
111 HERITAGE RESERVE, MENOMONEE FALLS, WI 53051CRD# 1770462Firm CRD# 106288
01

About

Marc Joseph Dion is a registered financial advisor based in MENOMONEE FALLS, Wisconsin, affiliated with MORGAN DEMPSEY CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
AUM
$346M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MORGAN DEMPSEY CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1770462
Firm CRD# 106288
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marc Joseph Dion offer?
Marc Joseph Dion specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MENOMONEE FALLS, Wisconsin for a consultation.
What are Marc Joseph Dion's credentials?
Marc Joseph Dion is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marc Joseph Dion located?
Marc Joseph Dion is based in MENOMONEE FALLS, Wisconsin, working with MORGAN DEMPSEY CAPITAL MANAGEMENT LLC. Their office serves clients in the MENOMONEE FALLS metropolitan area and surrounding communities.
How does Marc Joseph Dion charge for services?
Marc Joseph Dion's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MORGAN DEMPSEY CAPITAL MANAGEMENT LLC?
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC has approximately 7 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MENOMONEE FALLS
William Jeffery Heilbronner — SATTELL, JOHNSON, APPEL FINANCIAL ADVISORY, LLCLy Khanh Nguyen — MORGAN DEMPSEY CAPITAL MANAGEMENT LLCBrian Gary Rafn — MORGAN DEMPSEY CAPITAL MANAGEMENT LLCDavid Wayne Durham — MORGAN DEMPSEY CAPITAL MANAGEMENT LLCScott Patrick Richardson — RICHARDSON CAPITAL MANAGEMENT, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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