Advisor at Wealth Plus of the Dakotas, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
New Rockford, ND
Credentials
Series 63, Series 65
Industry experience
28 years
Adnan Aldayel is a financial advisor with Wealth Plus of the Dakotas, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at multiple firms, including Capital Financial Services, Inc. and SECURITIES AMERICA, inc., and has owned Aldayel Financial Services, LLC since 2012. Outside of advisory work, he is the owner and president of Dakota Halal, Inc., a specialty meat processing and marketing business, and also owns businesses in thermal imaging testing and tax preparation. Wealth Plus of the Dakotas is a fee-based investment adviser serving individual clients and retirement plans, offering portfolio management and financial planning services. The firm employs modern portfolio theory and technical analysis within a process that includes documented client objectives, ongoing monitoring, and coordination with third-party money managers.
Based on Wealth Plus of the Dakotas, Inc.
Based on Wealth Plus of the Dakotas, Inc.
Fixed fees ranging from $750 to $7,500 for ERISA plan financial planning services
$0 - $100,000: 0.95% annually $100,001 - $250,000: 0.75% annually $250,001 - $500,000: 0.55% annually $500,001 - $1,000,000: 0.35% annually $1,000,001+: 0.25% annually
Separate commissions for insurance products sold by licensed representatives
Financial planning hourly rate of $150 per hour
Account minimum: $25,000 Fee-only: Financial planning hourly fee of $150 per hour; fixed fees between $750 and $7,500 for ERISA plan financial planning
New Rockford, ND
North Dakota
Wealth Plus of the Dakotas, Inc.
2020 - Present (6 years)
SECURITIES AMERICA, inc.
2019 - 2020 (1 year)
Aldayel Financial Services, LLC
2012 - Present (14 years)
Capital Financial Services, Inc.
2002 - 2019 (17 years)
Dakota Halal Inc
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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