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Statement to Clients
Our relationships with clients are based on trust and service.

Our relationships with clients are based on trust and service. Trust is the reliance on the integrity, strength and ability of another. It is more than mere confidence or expectations of success. It is a duty to use best efforts to do what is fundamentally right for clients, and inspires us to continuously improve the depth of our knowledge. Service is the application of that knowledge, and goes beyond views to the market. We take time to understand financial situations no matter the complexity, and draw on decades of experience to provide personalized advice. Further, we network with experts in numerous disciplines enabling us to offer custom solutions that make sense today, and regularly reassess whether arrangements are geared to stand the test of time. Your selection of us as your Investment Advisor and financial consultant is the highest honor you can give us. It is a responsibility that we view is the result of the most important financial decision a client may make, a responsibility that we accept willingly, and to which we dedicate our careersto carry out properly.

Background Information
Business Background:

2014 – Present

United Planners Financial Services

Registered Assistant
2016 – 2017

Cambridge Investment Research, Inc.

Registered Representative
2014 – 2016

InterActive Financial Services

Vice President
2014 – Present

First Financial Bank, N.A. Wealth Management

Retirement Plan Services Officer
2006-2014

Sheakley Pension Administration,Inc.

Retirement Plan Analyst
1998 – 2006

Education:
Eastern Kentucky University

Bachelor of Business Administration

1994

Designations/Licenses:

Securities Licenses: General Securities (Series 7), Uniform Combined State (Series 66)

Disciplinary Information:

Dale has no disciplinary information history to disclose.

Dale A. Dobnicker

Vice President InterActive Financial Services

Phone: 419.991.3333
2500 Shawnee Road Suite A
Lima, OH 45806
Fax: 888.733.9204
Email: ddobnicker@iafs.net
Website: www.iafs.net