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Glenn C. Dahlke

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CRD#: 862611
GD

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.

Glenn Charles Dahlke, who also goes by Chip Dahlke, was a registered financial professional .

Glenn is a previously registered financial professional and started their career in finance in 1979. Glenn had worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chip Dahlke

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

June 9, 2014 - August 31, 2020

NORTHSTAR WEALTH PARTNERS LLC

RIA
CRD#: 169409
OLD LYME, CT
Past

October 19, 1994 - October 28, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
LYME, CT
Past

September 18, 1990 - December 31, 2004

DAHLKE FINANCIAL GROUP, INC.

RIA
CRD#: 126240
GLASTONBURY, CT
Past

June 28, 1990 - December 20, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
LYME, CT
Past

February 23, 1979 - July 11, 1990

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA

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: 11/9/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 2/8/1979
Registered Representative Examination

Current Firm


NW
NORTHSTAR WEALTH PARTNERS LLC
NORTHSTAR WEALTH PARTNERS LLC

CRD#: 169409 / SEC#: 801-88184

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Contact information


Main Address
433 South Main Street Suite 3120, West Hartford, CT 06110
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

WRAP BROCHURE 2020 (3/31/2020)

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


NORTHSTAR WEALTH PARTNERS LLC

CRD#: 169409

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