Dale Ness, financial advisor Northfield MN
93 score

Dale Ness

CRD Number: 1249837
Current Firm: Invest Financial Corporation

Dale Ness (CRD# 1249837) is an Investment Advisor Representative working at Invest Financial Corporation in Northfield, MN and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corp/ Tampa, FL Mar 2009 - Current 7
Intersecurities, Inc. Northfield, MN Dec 2002 - Mar 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
Contact Info for Dale S. Ness
Phone Number: (813) 880-5300
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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