Matthew Dahl (CRD# 6127134) is an Investment Advisor Representative working at American Retirement Planning Group Inc. in Las Vegas, NV and has over 11 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Matthew Dahl Independent Insurance | Las Vegas, NV | Jun 2013 - Current | 10 |
| Matthew Dahl Insurance | Las Vegas, NV | Jun 2013 - Current | 10 |
| Md - Insurance | Las Vegas, NV | Jun 2013 - Current | 10 |
| American Retirement Planning Group | Las Vegas, NV | Nov 2012 - Current | 11 |
| American Retirement Planning Group | Las Vegas, NV | Nov 2012 - Current | 11 |
| United Planners' Financial Services | Scottsdale, AZ | Oct 2012 - Current | 11 |
| Matthew Dahl | Las Vegas, NV | Jan 2021 - Mar 2024 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- AZ
- CO
- NV
-
Total Assets Under Management235MILLIONS
-
Total Number of Accounts828ACCOUNTS
-
Average Account Value$283,989
- 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
- Pension consulting services
AZ, CA, CO, FL, NM, NV, TX, UT
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