Cole Dahl (CRD# 7100851) is an Investment Advisor Representative working at Edward Jones in Elk River, MN and has 1 year of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 5609846
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jul 2023 - Current | < 1 |
| The Bank Of Elk River | Elk River, MN | Jun 2021 - Jun 2023 | 2 |
| Marshall County State Bank | Newfolden, MN | May 2020 - Jun 2021 | 1 |
| Northern State University | Aberdeen, MN | May 2016 - May 2020 | 4 |
| Northwestern Mutual | Aberdeen, SD | Apr 2019 - Feb 2020 | < 1 |
| Reede Barn | Aberdeen, SD | Apr 2018 - Dec 2018 | < 1 |
| Menards | Aberdeen, SD | May 2017 - Sep 2017 | < 1 |
| Marshall County Central Schools | Newfolden, MN | Jan 2013 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- MN
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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