Fox Point, WI 8740 N Port Washington Road Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
2
Of 22,716 advisors across 10,432 offices
Location
8740 N Port Washington Road
Fox Point WI 53217
Advisors at this office
2
Advisors at this office
Don D
Series 63, Series 66
Fox Point, WI
LPL Financial
Don Dahlman is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 and Series 66 credentials. His career includes positions at BMO Harris Financial Advisors, BMO Harris Bank, and multiple M&I financial services firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by internal and third-party research.
Pauline K
Series 65, Series 63
Fox Point, WI
LPL Financial
Pauline Kageni is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and bringing 10 years of industry experience. She has worked at LPL Financial since 2021 and concurrently at BMO Bank NA since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.
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