Dale E. Colclasure

RETIREPATH WEALTH

Little Rock, AR 72212

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CRD#: 3080503

Professional summary

Dale Edward Colclasure JR, CFP® is a registered financial advisor currently at RETIREPATH WEALTH, LLC located in Little Rock, Arkansas.

Dale is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Dale has worked at 11 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) NAME: COLCLASURE PROPERTY MANAGEMENT, LLC; INV RELATED:NO; ADDRESS:;10715 W MABLEVALE ROAD, SUITE 785 MABLEVALE, AR 72103 NATURE:PERSONAL RENTAL REAL ESTATE; POSITION:MANAGING PARTNER; START DATE:01/1999; HOURS/MONTH:32; TRADING HOURS/MONTH:0; DUTIES:OVERSEE REPAIRS AND COLLECT RENT (2.) NAME: BLUE ROCK PLACE, LLC; INV RELATED:NO; ADDRESS:;10715 W MABLEVALE ROAD, SUITE 785 MABLEVALE, AR 72103 NATURE:PERSONAL RENTAL REAL ESTATE; POSITION:MANAGING PARTNER; START DATE:07/2010; HOURS/MONTH:32; TRADING HOURS/MONTH:0; DUTIES:OVERSEE REPAIRS AND COLLECT RENT (3.) NAME: The RetirePath Agency, Inc.; INV RELATED:YES; ADDRESS:11300 Rodney Parham Rd, Suite 120 Little Rock, AR 72212; NATURE:FIXED INSURANCE SALES & MEDICARE SUPPLEMENT SALES; POSITION:OWNER/AGENT; START DATE:01/2016 (10/15/19 FOR MEDICARE SUPPLEMENT SALES); HOURS/MONTH:160; TRADING HOURS/MONTH:160; DUTIES:PRIMARY SALES PERSON (4) NAME: RetirePath Property and Casualty, LLC; INV RELATED:YES; ADDRESS:11300 Rodney Parham Rd, Suite 120 Little Rock, AR 72212; NATURE: INSURANCE SALES; POSITION:OWNER/AGENT; START DATE: 04/2024; HOURS/MONTH: 5; TRADING HOURS/MONTH:5; DUTIES:PRIMARY SALES PERSON

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dale Edward Colclasure JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

March 15, 2023 - Present

RETIREPATH WEALTH, LLC

Office #1: 11300 N Rodney Parham Rd. Suite 120, Little Rock, AR 72212

RIA

CRD#: 6321

MINNEAPOLIS, MN

Past

July 28, 1998 - October 15, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arkansas
(3/15/2023)

IAR

Texas
(2/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/31/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/30/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/27/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 10/29/2002

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 9/19/2001

General Securities Principal Examination

Current Firm

RETIREPATH WEALTH, LLC

CRD#: 324109 / SEC#:

Arkansas

Registered Investment Advisory firm - (3/15/2023 Approved)

Texas

Registered Investment Advisory firm - (2/23/2024 Conditional Restricted)

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Contact information

Main Address

11300 N Rodney Parham Rd. Suite 120, Little Rock, AR 72212

Mailing Address

Phone number

(501) 904-5858

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	423
AUM (Assets Under Management)	$ 52,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Dale E. Colclasure

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dale Edward Colclasure JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

AE WEALTH MANAGEMENT, LLC

MADISON AVENUE SECURITIES, LLC

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

ARVEST WEALTH MANAGEMENT

ARVEST WEALTH MANAGEMENT

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/1998

Series 63

Date: 7/30/1998

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/27/1998

Series 53

Date: 10/29/2002

Series 24

Date: 9/19/2001

Current Firm

RETIREPATH WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREPATH WEALTH, LLC

TRUST BUT VERIFY

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