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Mark D

CFP®, Series 63, Series 66

La Crosse, WI

Wells Fargo Clearing

Mark Dahlke is a CFP® professional with 28 years of experience in financial advising. He has worked at Wells Fargo Clearing since 2016 and was with Wells Fargo Advisors LLC for seven years prior. Outside of his advisory work, he serves as president of the Onalaska Police and Fire Commission and assists with timing at local ski races. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutional clients. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Retired Founder/Business Owner
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Joshua F

Series 63, Series 66

La Crosse, WI

Wells Fargo Clearing

Joshua Fortun is a financial advisor with Wells Fargo Clearing in La Crosse, WI, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Matthew H

Series 66

La Crosse, WI

Wells Fargo Clearing

Matthew Hartung is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Bank and Ever After Entertainment. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Retired Founder/Business Owner
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Christopher G

Series 63, Series 65

La Crosse, WI

Wells Fargo Clearing

Christopher Grode is a financial advisor with Wells Fargo Clearing in La Crosse, WI, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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Katherine D

Series 66

La Crosse, WI

Wells Fargo Clearing

Katherine Dahlke is a financial advisor at Wells Fargo Clearing with a Series 66 designation and no prior industry experience. Before joining Wells Fargo in 2025, she spent several years in education at Onalaska Middle School, Onalaska High School, and the University of Wisconsin - La Crosse, alongside self-employment from 2014 to 2025. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Retired Founder/Business Owner
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Michael S

Series 63, Series 66

La Crosse, WI

Wells Fargo Clearing

Michael Stuhr is a financial advisor with Wells Fargo Clearing in La Crosse, WI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Retired Founder/Business Owner
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Daniel R

Series 63, Series 65

La Crosse, WI

Wells Fargo Clearing

Daniel Radtke is a financial advisor with Wells Fargo Clearing in La Crosse, WI, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he has been involved with Midwest Family Radio Inc. since 2008. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Retired Founder/Business Owner
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