Robin Schaa
Advisor at Dakota Wealth, LLC
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.
Firm
Dakota Wealth, LLC
Location
Sartell, MN 56377
Credentials
CFP®, Series 65
Industry experience
10 years
About
Robin Schaa is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth, Schaa spent 11 years at Ledge Wealth Management, Inc. She serves as board secretary and a member of the fiscal and governance committees for Anna Marie's Alliance, a women's shelter supporting victims of domestic violence. Dakota Wealth Management provides investment advisory and comprehensive wealth management services to individuals, trusts, retirement plans, foundations, and other entities. The firm constructs customized portfolios using diversified allocations across various asset classes and employs a combination of fundamental, technical, and cyclical research methods.
Client services
Based on Dakota Wealth, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Outsourced investment advisory services for other advisers; tax preparation/filing
Outsourced investment advisory services for other advisers; tax preparation/filing
Expertise
Based on Dakota Wealth, LLC
Private / alternative investments
Active portfolio management
Real estate investing
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Fee options
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
Location
2454 8th Avenue S, Suite #200
Sartell, MN 56377
Most active in
Robin S has reported serving >5 clients in these states in the last 12 months.
Minnesota
Work history
Dakota Wealth, LLC
2024 - Present (2 years)
Ledge Wealth Management, Inc.
2013 - 2024 (11 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:
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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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