Blake Dahlby, financial advisor Marshfield WI

Blake Dahlby

CRD Number: 1021043
Current Firm: Lpl Financial LLC

Blake Dahlby (CRD# 1021043) is an Investment Advisor Representative working at Lpl Financial LLC in Marshfield, WI and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Marshfield, WI Feb 2018 - Current 6
Sii Investments Marshfield, WI Nov 2004 - Feb 2018 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1983
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Blake E. Dahlby
Phone Number: 704-733-3300
Registered State(s):
  • IL
  • OH
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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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