Dale Teachout
Advisor at Investor FAN
Updated today
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
Big Timber, MT 59011
Credentials
Series 63, Series 65
Industry experience
25 years
About
Dale Teachout is a financial advisor at Investor FAN with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Teachout Investment Management since 2000. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm uses a diversified investment approach incorporating Modern Portfolio Theory, fundamental and technical analysis, and offers discretionary portfolio management with flexibility in various strategies.
Expertise
Based on Investor FAN
Private / alternative investments
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Wealth management
Fee options
Up to 2.00% annually
Some Representatives are licensed to sell insurance and may receive commissions on insurance products separate from advisory fees
Fee-only: Fixed fees up to $20,000 for financial consulting engagements or up to $10,000 for a financial plan
Location
116 W. Second Street
Big Timber, MT 59011
Most active in
Dale T has reported serving >5 clients in these states in the last 12 months.
Montana
Work history
Teachout Investment Management
2000 - Present (26 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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