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
David Dahl is a CFP® and ChFC® with 27 years of industry experience. He has been associated with Dahl Financial Services, Inc., Dahl Insurance Services, Inc., and Sebrite Corporation since 1982, and has worked with American General Securities Incorporated since 1997. In addition to his financial advisory roles, he is involved with Dahl's Auto Reconstruction Co Inc, a business he has been connected to since 1973. Dahl Financial Services, Inc. provides investment supervisory and financial planning services primarily to individual investors who are not high-net-worth, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs both fundamental and technical analysis in its investment decisions, including active strategies such as options and market timing, and is noted for its vertical integration with affiliated entities offering insurance, counseling, and educational programs.
Based on Dahl Financial Services, Inc.
Based on Dahl Financial Services, Inc.
Based on Dahl Financial Services, Inc.
Negotiated flat fees available for clients with large positions; Specific flat fees for limited services: 401(k) Reviews - $500; IRA spend-down - $250; Life Insurance Needs Analysis - $350; Net-worth Determination - $200; Retirement General Plan (Accumulation and Distribution) - $600; Retirement General Plan (Distribution only) - $300; Structured Settlement - $300; Budget Statement and Graphical Representation - $150/hour (2-5 hours); Education Plan - $100/hour (2-5 hours).
$0 - $5,000,000: No more than 1% $5,000,001+: No more than 0.75%
Account Manager $200/hour; Associate Account Manager $100/hour; Clerical and Administrative $50/hour; Non-investment supervisory services $200/hour; Employee education at Account Manager rate.
Fee-only: Financial Planning services billed hourly or flat project rate; Account Manager $200/hour; Associate Account Manager $100/hour; Clerical and Administrative $50/hour; Non-investment supervisory services $200/hour; Employee education billed at Account Manager rate with minimum three hours.
Polo, IL
Illinois
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.
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.
Series 63, Series 65
Dixon, IL
Packerland Brokerage Services, Inc.
Series 63, Series 65
Sterling, IL
FIFTH THIRD SECURITIES, Inc.
Series 63, Series 65
Dixon, IL
BFC PLANNING, Inc.
Series 66
Sterling, IL
Midwestern Securities Trading Company, LLC
Series 63, Series 65
Dixon, IL
Ameriprise
Series 66
Dixon, IL
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")