J. Dak Hartsock (CRD# 5864610) is an Investment Advisor Representative working at ACI Wealth Advisors in Naples, FL and has over 5 years of experience as a portfolio manager and retirement planner. Mr. Hartsock is a nationally cited financial expert and an award winning portfolio manager. He is Chief Market Strategist at ACI Wealth Advisors.
ACI is a fiduciary wealth advisory that offers investment management and retirement income planning. ACI is one of a small group of advisories that have accepted the fiduciary responsiblity. Cerulli Associates, an independent research firm, identified that only about 1 in 10 advisors has accepted the role of a fiduciary for their clients.
Visit www.aciwealth.com or www.dakhartsock.com to learn more.
Expect a Difference.
The information given on WealthMinder.com on ACI Wealth Advisors regarding assets under management, total # of accounts and average account size is not accurate - wealthminder is a marketing company that charges advisors to add additional detail to a basic profile they out together without consulting the advisor in question or verifying details such as assets under management.
For additional details and disclosures, please visit www.aciwealth.com or www.dakhartsock.com. You may also read our Form ADV II at www.finra.org
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aci Wealth Advisors | Naples, FL | Jul 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2010 |
- CA
- FL
- TX
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts37ACCOUNTS
-
Average Account Value$618,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, TX
The information given on WealthMinder.com on ACI Wealth Advisors is not accurate - this site is a marketing company that charges advisors to add additional detail to a basic profile they compile without consulting the advisor in question. For addtional detail and disclosures, please visit www.aciwealth.com or www.dakhartsock.com.
ACI is a fiduciary wealth advisory that offers investment management and retirement income planning. ACI is one of a small group of advisories that have accepted the fiduciary responsiblity. Cerulli Associates, an independent research firm, identified that only about 1 in 10 advisors has accepted the role of a fiduciary for their clients.
Expect a Difference.
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