Advisor at Dakota Wealth, LLC
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Firm
Dakota Wealth, LLC
Location
Sartell, MN 56377
Credentials
Series 63, Series 65, Series 66
Industry experience
27 years
Samuel Ronlund is a financial advisor at Dakota Wealth, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Ledge Wealth Management, Inc. and Securities Service Network, Inc. Outside of his advisory work, he is a 10% owner of Tandem Bagels, a small business in Northfield, MN, though he holds no active role there. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using a diversified mix of investment vehicles and employs a combination of fundamental, technical, and cyclical research methods, serving both high-net-worth clients and institutional investors.
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
2454 8th Avenue S, Suite #200
Sartell, MN 56377
Minnesota
Dakota Wealth, LLC
2024 - Present (2 years)
Ledge Wealth Management, Inc.
2015 - 2024 (9 years)
Securites Service Network, Inc
2015 - 2020 (5 years)
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Is active or affiliated with:
Fund sponsor
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Accountant / CPA / tax prep
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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.
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.
ChFC®, Series 63
St. Cloud, MN
Lone Peak Advisers
Series 66
St. Cloud, MN
Lfa
Series 63
St. Cloud, MN
Lfa
CFP®, Series 63, Series 65
St. Cloud, MN
AIS Planning
Series 66
St. Cloud, MN
Midwest Financial Partners
Series 65
St. Cloud, MN
AIS Planning
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