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Paul M. Dejute

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CRD#: 717362
PD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul Michael Dejute was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1988. Paul had worked at 7 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 2, 2012 - July 11, 2019

UNIPLAN REAL ESTATE ADVISORS, INC.

RIA
CRD#: 105949
MEDINA, MN
Past

March 2, 2012 - July 11, 2019

UNIPLAN INVESTMENT COUNSEL, INC.

RIA
CRD#: 154718
MEDINA, MN
Past

June 27, 2011 - July 19, 2011

TICONDEROGA SECURITIES LLC

BD
CRD#: 7671
NEW YORK, NY
Past

September 8, 2008 - July 19, 2011

SOLEIL SECURITIES CORPORATION

BD
CRD#: 124737
MINNEAPOLIS, MN
Past

December 4, 2007 - September 4, 2008

NORTHLAND SECURITIES, INC.

BD
CRD#: 40258
MINNEAPOLIS, MN
Past

January 7, 1998 - December 10, 2007

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
MINNEAPOLIS, MN
Past

May 5, 1988 - January 20, 1998

CLEARY GULL REILAND & MCDEVITT INC.

BD
CRD#: 18716
MILWAUKEE, WI

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/13/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


UR
UNIPLAN REAL ESTATE ADVISORS, INC.
FORWARD UNIPLAN ADVISORS, INC. | UNIPLAN, INC. | UNIPLAN REAL ESTATE ADVISORS, INC.

CRD#: 105949 / SEC#: 801-24133

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Contact information


Main Address
22939 West Overson Road, Union Grove, WI 53182
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

UNIPLAN REAL ESTATE ADVISORS, INC. FORM ADV PART 2A DATED 03-20-20 (3/20/2020)

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.

Company Information


UNIPLAN REAL ESTATE ADVISORS, INC.

CRD#: 105949

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