Dane F. Czaplicki

MEMBERS WEALTH LLC

MEDIA, PA 19063

Some features on this profile are disabled

CRD#: 4372354

Professional summary

Dane Francis Czaplicki is a registered financial advisor currently at MEMBERS WEALTH LLC located in Media, Pennsylvania.

Dane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Dane has worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 6 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.

Real Estate for Rental Purposes. Owner and proprietor. Owner since August 2002. 80-100 hours per month. Zero of which is during trading hours. Duties include but are not limited to: Research, Analysis, Management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dane Francis Czaplicki's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 24, 2023 - Present

MEMBERS WEALTH LLC

Office #1: 1 South Olive Steet Suite 1c, Media, PA 19063

RIA

CRD#: 323778

MEDIA, PA

Past

December 21, 2022 - November 9, 2023

CS PLANNING CORP

RIA

CRD#: 149937

Media, PA

Past

December 10, 2021 - December 31, 2022

NEXWEALTH LLC

RIA

CRD#: 311424

Media, PA

Past

October 27, 2021 - March 3, 2023

LONG SHORT ADVISORS, LLC

RIA

CRD#: 153632

Media, PA

Past

October 18, 2016 - July 2, 2020

BRYN MAWR TRUST ADVISORS, LLC

RIA

CRD#: 285359

PHILADELPHIA, PA

Past

August 29, 2007 - March 30, 2017

WEST CAPITAL MANAGEMENT, INC.

RIA

CRD#: 110572

PHILADELPHIA, PA

Past

January 1, 2005 - July 12, 2007

VERITABLE LP

RIA

CRD#: 130758

NEWTOWN SQUARE, PA

Past

December 15, 2003 - July 30, 2004

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

November 19, 2001 - December 15, 2003

LOCKWOOD FINANCIAL SERVICES, INC.

CRD#: 40655

MALVERN, PA

Past

August 14, 2001 - November 6, 2001

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

April 2, 2001 - May 1, 2001

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MEMBERS WEALTH LLC

CRD#: 323778 / SEC#: 801-128482

RIA

Registered Investment Advisory firm - (11/6/2023 Approved)

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

Pennsylvania
(8/24/2023)

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: 12/21/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/30/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/18/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/30/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MEMBERS WEALTH LLC

CRD#: 323778 / SEC#: 801-128482

RIA

Registered Investment Advisory firm - (11/6/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1 South Olive Steet Suite 1c, Media, PA 19063

Mailing Address

Phone number

(267) 367-5453

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MEMBERS WEALTH, LLC 2A (4/29/2025)

Regulatory assets under management

Total Number of Accounts	512
AUM (Assets Under Management)	$ 217,289,348

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Jeffrey Kropp

OSAIC WEALTH, INC.

IAR

Chadds Ford, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Dane F. Czaplicki

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dane Francis Czaplicki's CRS (Customer Relationship Summary).

Certified licenses

Experience

CS PLANNING CORP

NEXWEALTH LLC

LONG SHORT ADVISORS, LLC

BRYN MAWR TRUST ADVISORS, LLC

WEST CAPITAL MANAGEMENT, INC.

VERITABLE LP

PERSHING LLC

LOCKWOOD FINANCIAL SERVICES, INC.

VANGUARD MARKETING CORPORATION

PFS INVESTMENTS INC.

Primary Firm SEC Registration

MEMBERS WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2004

Series 63

Date: 3/30/2001

Series 7

Date: 12/18/2001

Series 6

Date: 3/30/2001

Current Firm

MEMBERS WEALTH LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEMBERS WEALTH LLC

TRUST BUT VERIFY

Similar Advisors