Denis Paquette (CRD# 6261771) is an Investment Advisor Representative working at Soaring Investment Management, LLC in Sioux Falls, SD and has over 11 years of experience in the finance industry.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 2610909
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fantastic Escapades, LLC | Sioux Falls, SD | Jul 2020 - Current | 3 |
| Eagle, LP | Sioux Falls, SD | May 2019 - Current | 4 |
| Soaring Investment Management, LLC | Sioux Falls, SD | Oct 2013 - Current | 10 |
| Soaring Investment Management, LLC | Sioux Falls, SD | Dec 2010 - Current | 13 |
| U.s. Air Force | Randolph Afb, TX | Jun 1999 - May 2020 | 20 |
| Csa Air, Inc. | Iron Mountain, MI | Aug 2018 - Jan 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- SD
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Total Assets Under Management1MILLIONS
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Total Number of Accounts21ACCOUNTS
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Average Account Value$44,652
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
SD
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