AAMS, AIF® – LPL Financial Advisor in Wisconsin
Servicing Sheboygan, Manitowoc, Appleton & surrounding areas
- Rollovers from local companies
- Retirement Planning
- Personal Financial Planning
- Series 7
- Series 66
- WI Insurance License
- TX Insurance License
- CA Insurance License
- University of Wisconsin -Madison
Formally known as Kolar Wealth Management, Dale Kolar services clients in Sheboygan, Manitowoc, Appleton & surrounding areas.
With over 15 years of experience in the financial industry, Dale proudly provides financial strategies to individuals, 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.
He takes great pride in the services he provides and his favorite part of being able to work in financial services is seeing the positive impact that can be brought to peoples lives with his assistance.