Unclaimed Profile

Dale Jay Hansen

TMFS-MILWAUKEE, LLC·WAUKESHA, Wisconsin

Series 6, Series 63, Series 65Clean record20 years registeredTMFS-MILWAUKEE, LLC

21675 LONG VIEW DRIVE SUITE 300, WAUKESHA, WI 53186CRD# 4671346Firm CRD# 138243

Profile Verification

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

Identity

Dale Jay Hansen · WAUKESHA, WI

Registration

CRD #4671346 · TMFS-MILWAUKEE, LLC · 20 years registered

Brand Profile

Not yet started

Career History

EDELMAN FINANCIAL ENGINES

Nov 2016 – present

FINANCIAL ENGINES ADVISOR CENTER, LLC

Jul 2013 – Nov 2016

BIRMINGHAM, AL

THE MUTUAL FUND STORE

Mar 2009 – Jul 2013

WAUKESHA, WI

THE MUTUAL FUND STORE

Mar 2006 – Jul 2013

HOOVER, AL

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · March 14, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TMFS-MILWAUKEE, LLC

CRD 138243 · SEC 801-67946

AUM

$121M

Regulatory assets under management

Employees

609 client accounts

Services offered by TMFS-MILWAUKEE, 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 TMFS-MILWAUKEE, LLC →

Introduction

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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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