Dale Kolar
AAMS, AIF® – LPL Financial Advisor in Wisconsin
Areas of Focus
Licenses and Registrations
- Series 7
- Series 66
- WI Insurance License
- TX Insurance License
- CA Insurance License
Education
- UW-Madison
Social Media
Contact Information
Gateway Financial Partners
2108 Kohler Memorial Drive
Suite 230
Sheboygan, WI 53081
(920) 234-2046
dkolar@mygfpartner.com
LIFE PHILOSOPHY
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Experience
With over 15 years of experience in the financial industry, Dale proudly provides financial strategies to families and businesses. Working closely with you, your CPA, attorney and other professionals, Dale will help determine a suitable financial strategy designed specifically for you.
Dale spent 12 years as an Edward Jones advisor. He reached level 8 of 10 with nearly 800k production.
Dale provides strategic financial services to individuals, families and businesses. Serving the Sheboygan, Manitowoc and surrounding areas.
Day in my life
- 10% Reading, studying and staying current on global financial markets
- 20% Financial planning analysis
- 20% Investment portfolio design
- 25% Speaking with and meeting with clients
- 25% Family time