David Dahl (CRD# 1266359) is an Investment Advisor Representative working at Dahl Financial Services, Inc. in Polo, IL and has over 38 years of experience in the finance industry. David Dahl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6601416
Edward Jones
CRD# 6461357
Raymond James & Associates, Inc.
CRD# 6276634
Regal Investment Advisors LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American General Securities Incorporated | Houston, TX | Oct 1997 - Current | 26 |
| Dahl Financial Services Inc. | Highland Park, IL | Dec 1982 - Current | 41 |
| Dahl Insurance Services, Inc. | Highland Park, IL | Dec 1982 - Current | 41 |
| Sebrite Corporation | Grand Rapids, MI | Jul 1982 - Current | 41 |
| Dahl's Auto Reconstruction Co Inc. | Highland Park, IL | Jun 1973 - Current | 50 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1985 |
- IL
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Total Assets Under Management28MILLIONS
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Total Number of Accounts125ACCOUNTS
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Average Account Value$227,200
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
IL
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