Maryann DahlCRD Number: 7450934
Current Firm: Jensen Investment Management Inc.
Maryann Dahl (CRD# 7450934) is an Investment Advisor Representative working at Jensen Investment Management Inc. in Lake Oswego, OR and has 1 year of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Willamette Financial Advisors, LLC
The H Group Washington, Inc.
|Jensen Investment Management||Portland, OR||Jun 2018 - Current||3|
|Homemaker||Portland, OR||Oct 2017 - Jun 2018||< 1|
|Deschutes Investment Consulting||Portland, OR||Sep 2015 - Oct 2017||2|
|Homemaker||Portland, OR||Jul 2008 - Sep 2015||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management14,495MILLIONS
Total Number of Accounts933ACCOUNTS
Average Account Value$15,536,182
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, MA, NH, OR, TX, WA
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