Advisor at Dakota Wealth, 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.
Firm
Dakota Wealth, LLC
Location
Billings, MT 59102
Credentials
Series 65
Industry experience
9 years
Maribeth Rector is a financial advisor at Dakota Wealth, LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Dakota Wealth since 2022, following six years at Loveless Wealth Management LLC. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm constructs customized portfolios using diversified allocations to various asset classes with a generally long-term orientation and incorporates multiple research methods in its investment approach.
Based on Dakota Wealth, LLC
Based on Dakota Wealth, LLC
Fixed fees for financial planning and investment consulting services as stated above
$0+: Up to 2.00% annually based on various factors $0+: Additional 0.50% annually for Dynamic Growth strategy accounts $0+: 0.75% annually for held away accounts managed through Pontera Inc.
Fee-only: Fixed fees typically ranging from $5,000 to $25,000 for financial planning; $1,000 to $15,000 for investment consulting
2615 St Johns Ave, Suite A
Billings, MT 59102
Montana · Texas
Dakota Wealth, LLC
2022 - Present (4 years)
Loveless Wealth Management LLC
2016 - 2022 (6 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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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.
CFA®, Series 63, Series 65
Billings, MT
Optima Capital Management
PFS™
Billings, MT
BDL Wealth Management PLLC
Series 65
Billings, MT
Alchemy Wealth Management
PFS™
Billings, MT
BDL Wealth Management PLLC
Series 65
Billings, MT
Stafford Financial
Series 66
Billings, MT
Stafford Financial
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