Dale Acton (CRD# 4785817) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Bloomington, MN and has over 19 years of experience in the finance industry. Dale Acton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mercer Global Advisors Inc. | Bloomington, MN | Jun 2022 - Current | 1 |
| Fure Financial Corporation | Bloomington, MN | Mar 2021 - May 2022 | 1 |
| Unemployed | Clive, IA | Nov 2019 - Mar 2021 | 1 |
| Fure Financial Corporation | Bloomington, MN | Jun 2017 - Nov 2019 | 2 |
| Commonwealth Financial Network | Waltham, MA | Jan 2014 - Jul 2017 | 3 |
| Commonwealth Financial Network | Waltham, MA | May 2006 - Jul 2017 | 11 |
| Fure Financial Corporation | Bloomington, MN | May 2006 - Jun 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2004 |
- IA
- MN
- TX
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Total Assets Under Management45,350MILLIONS
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Total Number of Accounts86,945ACCOUNTS
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Average Account Value$521,596
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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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