Zachary Dahl, financial advisor Middleton WI
90 score

Zachary Dahl

CRD Number: 6011461
Current Firm: Cambridge Investment Research Advisors, Inc.

Zachary Dahl (CRD# 6011461) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Middleton, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Inc. Fairfield, IA Apr 2014 - Current 2
Cambridge Investment Research Advisors Fairfield, IA Apr 2014 - Current 2
Lpl Financial LLC Middleton, WI Oct 2012 - Apr 2014 1
Mhk Retirement Partners Middleton, WI Jul 2012 - Oct 2012 < 1
Cambridge Investment Research, Inc. Fairfield, IA Jan 2012 - Jul 2012 < 1
Dahl Financial Services, LLC Middleton, WI Dec 2011 - Jul 2012 < 1
Fisher Investments Vancouver, WA Oct 2010 - Oct 2011 1
United States Coast Guard Two Rivers, WI Jun 2005 - Jun 2011 6
University Of Wisconsin-lacrosse Lacrosse, WI Sep 2007 - May 2011 3
Cedar Creek Country Club Onalaska, WI Jun 2008 - May 2010 1
Hanns Christmas Tree Farm Oregon, WI Oct 2006 - Jan 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Zachary Dahl
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • Educational seminars/workshops
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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