Advisor at DKM Wealth Management, Inc.
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Firm
DKM Wealth Management, Inc.
Location
Stockton, CA 95219
Credentials
CFP®, Series 63
Industry experience
10 years
Daniel Miladinovich is a CFP® with 10 years of experience in the financial industry. He is currently an advisor at DKM Wealth Management, Inc., where he has worked since 2021. Prior to this, he held roles at Litman Gregory Asset Management, LLC and Northwestern Mutual in various capacities from 2014 to 2021. DKM Wealth Management provides discretionary portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm uses a discovery process to tailor portfolios based on client objectives and risk tolerance, employing fundamental analysis and a mix of investment strategies with ongoing monitoring and rebalancing.
Based on DKM Wealth Management, Inc.
Financial consulting services annual fixed fee up to $15,000, typically billed quarterly in arrears; negotiable depending on scope and client circumstances.
$0 - $2,000,000: 1.00% annually $2,000,000+: 0.50% annually
10100 Trinity Parkway, Suite 450
Stockton, CA 95219
California · Texas
DKM Wealth Management, Inc.
2021 - Present (5 years)
DKM Wealth Management, Inc.
2021 - Present (5 years)
Litman Gregory Asset Management, LLC
2018 - 2021 (3 years)
Northwestern Mutual Wealth Management Company
2016 - 2018 (2 years)
Northwestern Mutual Investment Services LLC
2015 - 2018 (3 years)
NORTHWESTERN MUTUAL LIFE Insurance company
2014 - 2018 (4 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
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Aspire Advisory Services
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