Zachary Dahl (CRD# 6011461) is an Investment Advisor Representative working at Independent Financial Group, LLC in Cross Plains, WI and has over 11 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tent Rental | Sauk City, WI | Jul 2023 - Current | < 1 |
| Independent Financial Group | Sauk City, WI | May 2021 - Current | 2 |
| Cambridge Investment Research Advisors | Fairfield, IA | Apr 2014 - May 2021 | 7 |
| Cambridge Investment Research Inc. | Fairfield, IA | Apr 2014 - Feb 2021 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- WI
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, VT, WA, WI, WV, WY
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