David Kalt, financial advisor Aberdeen SD
93 score

David Kalt

CRD Number: 1978225
Current Firm: Eide Bailly Advisors, LLC

David Kalt (CRD# 1978225) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Aberdeen, SD and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners' Financial Services Scottsdale, AZ Sep 2015 - Current 1
Eide Bailly Advisors, LLC Aberdeen, SD Sep 2010 - Current 6
Eide Bailly Financial Services / Eide Bailly Securities Fargo, ND Sep 2010 - Current 6
Eide Bailly Agency/e4 Brokerage Aberdeen, SD Sep 2010 - Current 6
T-lakota Acres Inc. Mansfield, SD Mar 1993 - Current 23
Securities America Inc. Lavista, NE Sep 2010 - Sep 2015 5
Wachovia Securities, LLC Aberdeen, SD Jan 2008 - Sep 2010 2
A. G. Edwards & Sons, Inc. Aberdeen, SD Jun 1998 - Sep 2010 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for David M. Kalt
Phone Number: 701-476-8759
Registered State(s):
  • ND
  • SD
By the Numbers
  • Total Assets Under Management
    362
    MILLIONS
  • Total Number of Accounts
    834
    ACCOUNTS
  • Average Account Value
    $434,497
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, DC, FL, HI, IA, ID, IL, IN, LA, MN, MT, ND, NE, NV, OH, OK, SD, TX, UT, VA, VT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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