Dale Anich, financial advisor Cloquet MN

Dale Anich

CRD Number: 1283578
Current Firm: Split Rock Private Trading And Wealth Management LLC

Dale Anich (CRD# 1283578) is an Investment Advisor Representative working at Split Rock Private Trading And Wealth Management LLC in Cloquet, MN and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Bear Valley Financial, LLC Carlton, MN Oct 2022 - Current 1
Split Rock Private Trading And Wealth Management L Cloquet, MN May 2020 - Current 3
North Compass Financial Advisors, LLC Grand Rapids, Mn, MN Jun 2008 - Sep 2020 12
North Compass Financial Advisors, LLC Grand Rapids, MN May 2008 - Sep 2020 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
S65 NASAA Investment Advisors Law Examination Dec 2000
Contact Info for Dale A. Anich
Phone Number: (218) 879-3262
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    225
    MILLIONS
  • Total Number of Accounts
    1,834
    ACCOUNTS
  • Average Account Value
    $122,417
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, IL, MN, TX, WI

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