Kylee Harris
Advisor at SLOY, DAHL & HOLST, LLC
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.
Advisor at SLOY, DAHL & HOLST, LLC
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
Vancouver, WA 98660
Credentials
Series 65
Industry experience
< 1 year
Kylee Harris is a financial advisor at Sloy, Dahl & Holst, LLC with a Series 65 credential and three years of industry experience. Prior to joining the firm, she worked at Human Investing and held roles at George Fox University Student Accounts and Illahae Hills Country Club. Sloy, Dahl & Holst provides investment advice and portfolio management services to individuals, pension plans, trusts, estates, and institutional clients, utilizing both quantitative and qualitative analysis to construct proprietary model portfolios across a range of risk profiles. The firm manages approximately $1.68 billion in discretionary assets and offers services including discretionary and non-discretionary portfolio management, financial consulting, and participant education for retirement plans.
Based on SLOY, DAHL & HOLST, LLC
$0 - $10,000,000: Negotiable, up to 2% maximum annually $10,000,001+: Negotiable, up to 1% maximum annually
Certain persons licensed as independent insurance agents earn commissions for insurance products sold, separate from advisory fees
Financial consulting services charged at $350/hour
For qualified clients, a quarterly service fee of 0.25% of account value plus 10% of quarterly net gains above high-water mark
Fee-only: Portfolio management fees based on assets under management, negotiable up to stated maximums; hourly consulting fee $350/hour
1220 Main Street, Suite 400
Vancouver, WA 98660
Washington
SLOY, DAHL & HOLST, LLC
2025 - Present (1 year)
SLOY, DAHL & HOLST, LLC
2023 - Present (3 years)
Human Investing
2021 - 2023 (2 years)
George Fox University Student Accounts
2019 - 2022 (3 years)
Illahae Hills Country Club
2018 - 2019 (1 year)
RAFNS Restaurant
2016 - 2017 (1 year)
Full-Time student
2014 - 2019 (5 years)
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Is active or affiliated with:
Fund sponsor
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Is not 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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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