Dalton Matkovich has been an investment adviser representative at United Advisors America since April 2024, and is not listed among the firm’s executive officers or direct owners.
United Advisors America Corporation is a Prosper, TX firm with $447M under management, 2,809 clients and 24 advisers in one office, as of its August 2026 filing.
- United Advisors AmericaCurrent– present · 2 yearsKronenwetter, WI · Adviser representative · Firm CRD 147350
Investment adviser representative registrations
Dalton Matkovich is registered as an investment adviser representative in Wisconsin, since April 2024.
- WisconsinSince 15 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 April 2024 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 10 February 2023 |
| SIE | Securities Industry Essentials Examination | 20 January 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Dalton James Matkovich
- CRD
- 7471492
- Firm
- United Advisors America · CRD 147350
- Office
- Kronenwetter, WI
- Registration
- Investment adviser registration
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Dalton Matkovich work?
Dalton Matkovich is an investment adviser representative registered through United Advisors America Corporation since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Dalton Matkovich a financial advisor?
Yes. Dalton Matkovich has a current investment-adviser registration in Wisconsin, through United Advisors America since April 2024.
How many years of experience does Dalton Matkovich have?
Dalton Matkovich has 2 years in the financial industry, since November 2023, across 1 adviser firm.
What exams has Dalton Matkovich passed?
Dalton Matkovich has passed 3 licensing exams: the SIE, Series 6TO and Series 65. The earliest, the SIE, was passed in January 2023.
Where is Dalton Matkovich based?
Dalton Matkovich’s registered office is in Kronenwetter, WI.
Is Dalton Matkovich registered with FINRA?
No. Dalton Matkovich has no current broker registration.
How can I verify Dalton Matkovich’s record?
Search CRD 7471492 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dalton Matkovich’s full registration record.