Dane Solberg, financial advisor Minneapolis MN

Dane Solberg

CRD Number: 6798160
Current Firm: Securities America Advisors, Inc.

Dane Solberg (CRD# 6798160) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Minneapolis, MN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Minneapolis, MN Jul 2020 - Current < 1
Securities America Advisors, Inc. Minneapolis, MN Jul 2020 - Current < 1
Baltic Properties Of Minnesota LLC St Paul, MN Oct 2018 - Current 2
Solberg Benefits LLC White Bear Lake, MN Oct 2018 - Current 2
Investacorp Inc. Miami, FL Jan 2020 - Jul 2020 < 1
Investacorp Advisory Services Miami, FL Jan 2020 - Jul 2020 < 1
Blakely Financial Services Stockton, CA May 2018 - Sep 2018 < 1
Blakely Financial Services Stockton, CA May 2017 - Sep 2018 1
Lpl Financial, LLC Stockton, CA May 2017 - May 2018 1
University Of The Pacific Stockton, CA Sep 2015 - Dec 2017 2
Construction And Landscaping Services: Self-employed Mahtomedi, MN Jun 2008 - Aug 2016 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for Dane Solberg
Phone Number: 402-399-9111
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    29,025
    MILLIONS
  • Total Number of Accounts
    184,356
    ACCOUNTS
  • Average Account Value
    $157,439
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)
  • Publication of periodicals or newsletters
  • 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, WY

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