Steve Dalton founded Dalton Strategic in 1988, a FINRA/SEC Broker Dealer and Investment Advisory Firm that had branch offices in 30 states and managed nearly one billion dollars of client assets. The firm was acquired by Securities America in 2014. He entered the industry in 1983 with a Finance Degree from Indiana University. Throughout his career in the securities industry, he hired, trained and managed advisors across the nation, consulted on two other investment firms as well leading two successful venture capital projects. As a partner of Ardent Retirement, he brings his wide ranging financial experience to help advisors as well as clients reach their financial goals.
- Tel: (765) 445-5757
- Location: Knightstown, IN