Advisor at United Advisors America
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
United Advisors America
Location
Kronenwetter, WI
Credentials
Series 65
Industry experience
2 years
Dalton Matkovich is a financial advisor with United Advisors America holding a Series 65 designation and two years of industry experience. His prior work includes roles at Alliance America, Woodbury Financial Services, and Northwestern Mutual. Before entering the financial sector, he worked at Clark County Rehab and Living Center. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans, offering both discretionary and non-discretionary portfolio management along with complimentary financial planning. The firm utilizes a Modern Portfolio Theory-based approach with customized asset allocations and model portfolios, primarily implementing strategies through mutual funds and ETFs.
Based on United Advisors America
Based on United Advisors America
$0 - $1,500,000: 1.0% annually $1,500,001 - $2,500,000: 0.8% annually $2,500,001+: 0.6% annually null - null: Fixed Income Portfolio Management: 0.5% annually
Insurance product sales result in commissions to representatives from insurance carriers.
Account minimum: $50,000
Kronenwetter, WI
Wisconsin
United Advisors America
2024 - Present (2 years)
Alliance America
2024 - Present (2 years)
Aaa
2023 - 2023 (1 year)
Woodbury Financial Services INC
2022 - 2023 (1 year)
Northwestern Mutual Investment Services LLC
2022 - 2023 (1 year)
Northwestern Mutual Life Insurance Company
2022 - 2023 (1 year)
Clark County Rehab and Living Center
2018 - 2022 (4 years)
Creekside Convinience
2017 - 2018 (1 year)
Paulas Country Diner
2016 - 2017 (1 year)
Student
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Wausau, WI
MyFamilyCFO, Inc.
Series 66
Wausau, WI
Point Wealth, LLC
Series 65
Wausau, WI
Hoff Private Wealth
Series 65
Wausau, WI
Hoff Private Wealth
Series 63, Series 65
Wausau, WI
Hoff Private Wealth
Series 65
Wausau, WI
Buska Wealth Management, LLC
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