Michael V. Dahlem

MARKET CYCLE INVESTMENTS LLC

Louisville, KY

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CRD#: 7686772

Professional summary

Michael Vincent Dahlem is a registered financial advisor currently at MARKET CYCLE INVESTMENTS LLC located in Louisville, Kentucky.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 1 firm and has passed the Series 65 exam.

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.

I am the co-founder, 50% owner/member, and co-manager of Dahlem-Hollenbach Ventures L.L.C. ("DHV"). DHV is an investment related business that invests in real estate opportunities. DHV does not have any client investors at present. DHV was formed on October 15, 2021, which was also my start date with the business, and its current address is 410 Jarvis Lane, Louisville, KY 40207. I spend approximately 8 hours per month on the business of DHV, during securities trading hours, which equates to approximately 5% of my time. My duties with DHV consist of performing general management duties on behalf of the company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Vincent Dahlem'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®

None

Experience

Current

January 26, 2024 - Present

MARKET CYCLE INVESTMENTS LLC

RIA

CRD#: 323986

Louisville, KY

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

Kentucky
(1/26/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 8/15/2022

Uniform Investment Adviser Law Examination

Current Firm

MARKET CYCLE INVESTMENTS LLC

INVESTECH CAPITAL MANAGEMENT LLC | MARKET CYCLE INVESTMENTS LLC

CRD#: 323986 / SEC#:

Kentucky

Registered Investment Advisory firm - (1/26/2024 Approved)

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Contact information

Main Address

Louisville, KY

Mailing Address

Phone number

(502) 417-8066

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Michael V. Dahlem

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Vincent Dahlem's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARKET CYCLE INVESTMENTS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/15/2022

Current Firm

MARKET CYCLE INVESTMENTS LLC

Contact information

Documents

Red Flags

Company Information

MARKET CYCLE INVESTMENTS LLC

TRUST BUT VERIFY

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