Dakota Asset Management, LLC

Erik Moquist is a financial advisor at Dakota Asset Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Dakota Asset Management since 2016, following five years at Maxim Group LLC. Dakota Asset Management is a small, state-registered investment adviser managing approximately $28.7 million for a limited client base. The firm provides discretionary, individually tailored portfolio management to individuals, pension and profit-sharing plans, and institutional investors, and serves as a sub-adviser to a private fund. Dakota combines fundamental and technical analysis in portfolio construction and employs a range of strategies including ETFs, options, and derivatives.

Jared Johnson is a CFA® charterholder and holds a Series 65 license, with four years of industry experience. He has been with Dakota Asset Management, LLC since 2021 and previously worked at S.G. Capital Management, LLC for 14 years. Dakota Asset Management, LLC is a small, state-registered investment adviser managing approximately $28.7 million for a limited client base, including individuals, pension and profit-sharing plans, and institutional investors. The firm provides discretionary, tailored portfolio management using fundamental and technical analysis, and it also serves as a sub-adviser to a private fund and manages a long/short equity euro note.