Dale Yoder, financial advisor Bad Axe MI

Dale Yoder

CRD Number: 5112401
Current Firm: Osaic Wealth, Inc.

Dale Yoder (CRD# 5112401) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Bad Axe, MI and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Bad Axe, MI Nov 2023 - Current < 1
Pigeon River Church Pigeon, MI Jan 1998 - Current 26
Fsc Securities Corporation Kalamazoo, MI Jan 2010 - Nov 2023 13
Yoder Financial, Inc. Bad Axe, MI Sep 2008 - Jan 2021 12
Yoder Land Company LLC Bay Port, MI Jul 2008 - Dec 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2006
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Dale L. Yoder
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • FL
  • MI
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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