Ross Dahlof, financial advisor Minnetonka MN
93 score

Ross Dahlof

CRD Number: 3116130
Current Firm: Nfp Advisor Services, LLC

Ross Dahlof (CRD# 3116130) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Minnetonka, MN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current < 1
Nfp Securities, Inc. Minnetonka, MN Mar 2010 - Apr 2016 6
Nfp Securities, Inc. Minnetonka, MN Apr 2008 - Jan 2010 1
Discipline Advisors, Inc. Mankato, MN Apr 2007 - Mar 2008 < 1
Triad Advisors, Inc. Norcross, GA Mar 2007 - Mar 2008 1
Transamerica Occidental Life Insurance Company Minnetonka, MN Jun 2006 - Mar 2007 < 1
Diversified Investors Securities Corp. Minnetonka, MN Jun 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Mar 2007
Contact Info for Ross C. Dahlof
Phone Number: 512-697-6000
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    12,254
    MILLIONS
  • Total Number of Accounts
    54,412
    ACCOUNTS
  • Average Account Value
    $225,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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
93
Clean Record
This advisor has a clean track record with regulators.

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