Advisor at Dahl Financial Services, Inc.
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
Dahl Financial Services, Inc.
Location
Polo, IL
Credentials
CFP®, ChFC®, Series 63
Industry experience
27 years
Flat fees for specific services ranging from $200 to $600, e.g., $500 for 401(k) reviews, $250 for IRA spend-down, $350 for life insurance needs analysis, $600 for retirement general plan (accumulation and distribution).
$0 - $5,000,000: 1% annually $5,000,000+: 0.75% annually
$200/hour for Account Manager; $100/hour for Associate Account Manager; $50/hour for Clerical and Administrative services.
Fee-only: Hourly charges for financial planning and consulting: $200/hour (Account Manager), $100/hour (Associate Account Manager), $50/hour (Clerical and Administrative). Fixed negotiated flat fees also available.
American General Securities Incorporated
1997 - Present (29 years)
Dahl Insurance Services, Inc.
1982 - Present (44 years)
Dahl Financial Services Inc
1982 - Present (44 years)
Sebrite Corporation
1982 - Present (44 years)
Dahl's Auto Reconstruction Co Inc
1973 - Present (53 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Dixon, IL
Edward Jones
Series 66
Sterling, IL
Edward Jones
CFP®, Series 66
Dixon, IL
Edward Jones
Series 66
Sterling, IL
Midwestern Securities Trading Company, LLC
Series 63, Series 65
Dixon, IL
Packerland Brokerage Services, Inc.
CFP®, Series 63, Series 65
Sterling, IL
Packerland Brokerage Services, Inc.
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