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RIA / WealthAdvisorChartered Financial Analyst25 years in industry

DANE FRANCIS CZAPLICKI

Advisor at MEMBERS WEALTH LLC

MEDIA, PA

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Search this name across graphsid dfx:ria:cbc061e4-19dd-e3ba-ac7f-f562b4dbdbc5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Jan 1, 2005 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: MEMBERS WEALTH LLC
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: Mar 30, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Mar 30, 2001
First registration: Jan 1, 2005
Dual registered: no
IAPD individual key: 4372354

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
MEMBERS WEALTH LLC	Independent wealth	Aug 24, 2023	n/a	yes	MEDIA, PA	Current employment
CS PLANNING CORP	Independent wealth	Dec 21, 2022	Nov 9, 2023	no	PORTLAND, OR\|Media, PA	Previous registration
NEXWEALTH LLC	Independent wealth	Dec 10, 2021	Dec 31, 2022	no	Media, PA\|PALM BEACH GARDENS, FL	Previous registration
LONG SHORT ADVISORS, LLC	Asset manager	Oct 27, 2021	Mar 3, 2023	no	Philadelphia, PA\|Media, PA\|PALM BEACH GARDENS, FL	Previous registration
BRYN MAWR TRUST ADVISORS, LLC	Independent wealth	Oct 18, 2016	Jul 2, 2020	no	PHILADELPHIA, PA	Previous registration
WEST CAPITAL MANAGEMENT, INC.	Former SEC adviser	Aug 29, 2007	Mar 30, 2017	no	PHILADELPHIA, PA	Previous registration
VERITABLE LP	Former SEC adviser	Jan 1, 2005	Jul 12, 2007	no	NEWTOWN SQUARE, PA	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
CS PLANNING CORP	MEMBERS WEALTH LLC	Nov 9, 2023	Aug 24, 2023	-77	Firm change after gap	RIA to new firm
LONG SHORT ADVISORS, LLC	NEXWEALTH LLC	Mar 3, 2023	Dec 10, 2021	-448	Firm change after gap	Other
NEXWEALTH LLC	CS PLANNING CORP	Dec 31, 2022	Dec 21, 2022	-10	Firm change	RIA to RIA
BRYN MAWR TRUST ADVISORS, LLC	LONG SHORT ADVISORS, LLC	Jul 2, 2020	Oct 27, 2021	482	Firm change after gap	Other
WEST CAPITAL MANAGEMENT, INC.	BRYN MAWR TRUST ADVISORS, LLC	Mar 30, 2017	Oct 18, 2016	-163	Firm change after gap	Other
VERITABLE LP	WEST CAPITAL MANAGEMENT, INC.	Jul 12, 2007	Aug 29, 2007	48	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110572:285359:PA:2017-03-30	Mar 30, 2017	Oct 18, 2016	PHILADELPHIA, PA	Firm change after gap

Relationships

Registered with (7)

→ MEMBERS WEALTH LLCRegistered adviserregistration: current employment
Aug 24, 2023 to presentfactForm ADV
→ CS PLANNING CORPRegistered adviserregistration: previous registration
Dec 21, 2022 to Nov 9, 2023factForm ADV
→ LONG SHORT ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 27, 2021 to Mar 3, 2023factForm ADV
→ NEXWEALTH LLCRegistered adviserregistration: previous registration
Dec 10, 2021 to Dec 31, 2022factForm ADV
→ BRYN MAWR TRUST ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 18, 2016 to Jul 2, 2020factForm ADV
→ WEST CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Aug 29, 2007 to Mar 30, 2017factForm ADV
→ VERITABLE LPRegistered adviserregistration: previous registration
Jan 1, 2005 to Jul 12, 2007factForm ADV

Dated events

Occurred
Nov 9, 2023
Advisor changed firm
Dane Francis Czaplicki left Cs Planning Corp for Members Wealth Llc (registered 2023-08-24)
Form ADVobserved 4 days ago
Occurred
Mar 3, 2023
Advisor changed firm
Dane Francis Czaplicki left Long Short Advisors, Llc for Nexwealth Llc (registered 2021-12-10)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Dane Francis Czaplicki left Nexwealth Llc for Cs Planning Corp (registered 2022-12-21)
Form ADVobserved 4 days ago