portrait of Dale Aune
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Dale

I believe that everyone deserves access to personalized financial advice that aligns with their values and long-term aspirations. My mission is to empower clients to make informed financial decisions that help them lead fulfilling lives and secure their future.

Growing up with a loving family on a farm in the Midwest, I learned a lot about values… the value of responsibility, hard work, patience, discipline and community. These values continued to serve me well after the farm as a field construction manager. Understanding the need to be strategic, thorough and responsive, I take pride in the customer satisfaction sustained over...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Intergenerational Planning

Work History

  • Edward JonesOctober 2023 to Current
  • Veca ElectricJuly 2006 to October 2023

Personal Interests

  • Active Lifestyle
  • Pickleball

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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