Dalton McIlrath (CRD# 7863773) is an Investment Advisor Representative working at Fortress Wealth Planning in Ponte Vedra Beach, FL and has 1 year of experience in the finance industry. Dalton McIlrath 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# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortress Wealth Planning | Ponte Vedra Beach, FL | Jan 2024 - Current | < 1 |
| Mcilrath & Eck | Arlington, WA | Jun 2020 - Jan 2024 | 3 |
| Full-time Student | Ellensburg, WA | Aug 2016 - Jun 2020 | 3 |
| Ward Rugh, Inc. | Ellensburg, WA | Nov 2018 - Mar 2019 | < 1 |
| Cwu Custodial Services | Ellensburg, WA | Sep 2018 - Nov 2018 | < 1 |
| Mcilrath Properties 1, LLC | Arlington, WA | Jun 2018 - Aug 2018 | < 1 |
| Action Cleaning Services, LLC | Bellingham, WA | Mar 2018 - May 2018 | < 1 |
| Mcilrath Properties 1, LLC | Arlington, WA | Jan 2013 - May 2016 | 3 |
- FL
-
Total Assets Under Management410MILLIONS
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Total Number of Accounts537ACCOUNTS
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Average Account Value$763,072
- A percentage of assets under your management
- 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
FL
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