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Dale Jay Hansen

TMFS-MILWAUKEE, LLC·WAUKESHA, Wisconsin
Unclaimed Profile
21675 LONG VIEW DRIVE SUITE 300, WAUKESHA, WI 53186CRD# 4671346Firm CRD# 138243
01

About

Dale Jay Hansen is a registered financial advisor based in WAUKESHA, Wisconsin, affiliated with TMFS-MILWAUKEE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TMFS-MILWAUKEE, LLC
THE MUTUAL FUND STORE
AUM
$121M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TMFS-MILWAUKEE, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4671346
Firm CRD# 138243
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dale Jay Hansen offer?
Dale Jay Hansen specializes in Financial Planning, Investment Management. Contact their office in WAUKESHA, Wisconsin for a consultation.
What are Dale Jay Hansen's credentials?
Dale Jay Hansen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dale Jay Hansen located?
Dale Jay Hansen is based in WAUKESHA, Wisconsin, working with TMFS-MILWAUKEE, LLC. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.
How does Dale Jay Hansen charge for services?
Dale Jay Hansen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TMFS-MILWAUKEE, LLC?
TMFS-MILWAUKEE, LLC has approximately 3 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WAUKESHA
Kenneth John Herdeman — EHLERS INVESTMENT PARTNERS, LLCSean Lentz — EHLERS INVESTMENT PARTNERS, LLCMike Harrigan — EHLERS INVESTMENT PARTNERS, LLCBruce Kimmel — EHLERS INVESTMENT PARTNERS, LLCBarry S. Arnold — GLOBAL VIEW CAPITAL MANAGEMENT LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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