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Financial ADVSR advisor directory · SEC adviser records

Dakota Wealth, LLC financial advisors in Akron, OH

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

3 registered advisors work at Dakota Wealth, LLC in Akron, out of 58 at the firm nationwide; it ranks number 32 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Dakota Wealth, LLC advisors in Akron, 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 34Lewes, DE 3Stillwater, MN 3Mechanicsburg, PA 2Newton, MA 2Sartell, MN 2Billings, MT 1Davidson, NC 1Dewes, DE 1Fairfield, CT 1Fort Lauderdale, FL 1Manchester, MA 1Mansfield, MA 1Philadelphia, PA 1Reading, PA 1

Other firms in Akron

All Akron advisors →

Sequoia Financial Group, L.L.C. 109Valmark Advisers, Inc. 41Merrill Lynch, Pierce, Fenner & Smith Incorporated 28Ameriprise Financial Services, LLC 17Robert W. Baird & Co. Incorporated 17Morgan Stanley 16Cetera Investment Advisers LLC 12Pfs Investments Inc. 12Symphony Financial Services, Inc. 10Egi Financial, Inc. 9J.P. Morgan Securities LLC 9Raymond James Financial Services Advisors, Inc. 9

Questions

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

3 investment adviser representatives are registered at Dakota Wealth, LLC offices in Akron, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 58 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

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

Dakota Wealth, LLC ranks number 32 in Akron by registered advisors; Sequoia Financial Group, L.L.C. has the most, with 109.

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

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.