Advisor at Dakota Wealth Advisors 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 Advisors LLC
Location
Bismarck, ND 58501
Credentials
Series 63, Series 65, Series 66
Industry experience
23 years
Trevor Leidy is a financial advisor at Dakota Wealth Advisors LLC with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Gradient Advisors LLC and Investment Centers of America. Dakota Wealth Advisors LLC provides personalized financial planning and discretionary portfolio management to individual and high-net-worth clients, employing a research-driven approach that combines fundamental and technical analysis with active trading and derivative strategies. The firm offers a broad range of investment instruments and uses Interactive Brokers for custody and trading.
Based on Dakota Wealth Advisors LLC
Negotiable fixed fee for financial planning with a maximum fee of $5,000.
$0 - $1,000,000: 1.50% annually $1,000,001+: 1.20% annually
1929 N Washington St M1
Bismarck, ND 58501
North Dakota
Dakota Wealth Advisors LLC
2022 - Present (4 years)
Dakota Wealth Advisors
2022 - 2022 (1 year)
Gradient Advisors LLC
2019 - 2021 (2 years)
Self Employed
2019 - 2019 (1 year)
Unlimited Excavating
2018 - 2019 (1 year)
The Prudential Insurance Company of America
2018 - 2018 (1 year)
Pruco Securities, LLC
2018 - 2018 (1 year)
Capital Financial Services, Inc
2018 - 2018 (1 year)
UNEMPLOYED
2017 - 2018 (1 year)
Investment Centers of America
2015 - 2017 (2 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
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.
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.
CFP®, Series 63, Series 65
Bismarck, ND
Fleischer & Johnson Wealth Management, Inc.
CFP®, Series 66
Bismarck, ND
Capital City Wealth Management, Inc.
CFP®, Series 66
Mandan, ND
Bona Fide Finance
Series 63, Series 65
Bismarck, ND
Triton Investments, LLC
Series 63, Series 65
Bismarck, ND
WNNW Wealth
Series 65
Mandan, ND
Bona Fide Finance
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