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Financial ADVSR advisor directory · SEC adviser records

Dakota Wealth, LLC financial advisors in Sartell, MN

Every SEC-registered investment adviser representative at a Dakota Wealth, LLC office in Sartell, A to Z.

The short answer

4 registered advisors work at Dakota Wealth, LLC in Sartell, out of 61 at the firm nationwide; it ranks number 2 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Dakota Wealth, LLC advisors in Sartell, A to Z

Every Dakota Wealth, LLC advisor →

Dakota Wealth, LLC advisors in every city and state →Dakota Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Dakota Wealth, LLC advisors in other cities

Palm Beach Gardens, FL 35Akron, OH 3Lewes, DE 3Stillwater, MN 3Mechanicsburg, PA 2Newton, MA 2Billings, MT 1Davidson, NC 1Dewes, DE 1Fairfield, CT 1Fort Lauderdale, FL 1Manchester, MA 1Mansfield, MA 1Philadelphia, PA 1Reading, PA 1

Other firms in Sartell

All Sartell advisors →

Edward Jones 8Wealth Enhancement Advisory Services, LLC 4LPL Financial LLC 3

Questions

How many financial advisors does Dakota Wealth, LLC have in Sartell?

4 investment adviser representatives are registered at Dakota Wealth, LLC offices in Sartell, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 61 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Dakota Wealth, LLC one of the largest advisor employers in Sartell?

Dakota Wealth, LLC ranks number 2 in Sartell by registered advisors; Edward Jones has the most, with 8.

How do I check a Dakota Wealth, LLC advisor in Sartell?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Dakota Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.