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RIA / WealthAdvisorChartered Financial Analyst25 years in industry

JOHN FREDERICK DALTON

Advisor at ADVISORY SERVICES NETWORK

CHICAGO, IL | ATLANTA, GA

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Search this name across graphsid dfx:ria:1ade6d9c-8a0e-a0f5-d791-16471eaf6bce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 6, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVISORY SERVICES NETWORK
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 3, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Apr 3, 2001
First registration: Mar 6, 2003
Dual registered: no
IAPD individual key: 2230716

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVISORY SERVICES NETWORK	Independent wealth	Jan 14, 2026	n/a	yes	CHICAGO, IL\|ATLANTA, GA	Current employment
MANAGED ASSET PORTFOLIOS, LLC	Independent wealth	Apr 20, 2010	Jan 12, 2026	no	OAK BROOK, IL\|CHICAGO, IL\|Chicago, IL\|ROCHESTER, MI\|Chicago, IL	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	Jun 30, 2003	Jul 19, 2006	no	NORTHBROOK, IL\|NORTHBROOK, IL	Previous registration
CHOREO, LLC	Independent wealth	Mar 6, 2003	Jul 10, 2003	no	GLENVIEW, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MANAGED ASSET PORTFOLIOS, LLC	ADVISORY SERVICES NETWORK	Jan 12, 2026	Jan 14, 2026	2	Firm change	RIA to RIA
AMERIPRISE ADVISOR SERVICES, INC.	MANAGED ASSET PORTFOLIOS, LLC	Jul 19, 2006	Apr 20, 2010	1,371	Firm change after gap	Other
CHOREO, LLC	AMERIPRISE ADVISOR SERVICES, INC.	Jul 10, 2003	Jun 30, 2003	-10	Bulk transfer	Other

Relationships

Registered with (4)

→ ADVISORY SERVICES NETWORKRegistered adviserregistration: current employment
Jan 14, 2026 to presentfactForm ADV
→ MANAGED ASSET PORTFOLIOS, LLCRegistered adviserregistration: previous registration
Apr 20, 2010 to Jan 12, 2026factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jun 30, 2003 to Jul 19, 2006factForm ADV
→ CHOREO, LLCRegistered adviserregistration: previous registration
Mar 6, 2003 to Jul 10, 2003factForm ADV

Dated events

Occurred
Jan 12, 2026
Advisor changed firm
John Frederick Dalton left Managed Asset Portfolios, Llc for Advisory Services Network (registered 2026-01-14)
Form ADVobserved 6 days ago