Paul WedinCRD Number: 6270156
Current Firm: Sloy Dahl & Holst Inc.
Paul Wedin (CRD# 6270156) is an Investment Advisor Representative working at Sloy Dahl & Holst Inc. in Portland, OR and has over 2 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Sloy Dahl & Holst Inc.||Portland, OR||Jul 2013 - Current||3|
|Portland City Grill||Portland, OR||Mar 2013 - Jul 2013||< 1|
|Chart House||Portland, OR||Jan 2013 - Jul 2013||< 1|
|8-12 Mvp Grill||Brookfield, WI||Jun 2012 - Dec 2012||< 1|
|Unemployed||Green Bay, WI||Mar 2012 - Jun 2012||< 1|
|Mo's...a Place For Steaks||Milwaukee, WI||Mar 2011 - Mar 2012||1|
|Unemployed||Green Bay, WI||Oct 2010 - Mar 2011||< 1|
|Knuckles Sports Bar And Grill||Green Bay, WI||Mar 2009 - Oct 2010||1|
|Tilited Kilt Pub And Eatery||Green Bay, WI||Jun 2008 - Mar 2009||< 1|
|Fratello's Waterfront Restaurant||Green Bay, WI||Feb 2007 - Jun 2008||1|
|Piggle Wiggly||Green Bay, WI||Aug 2006 - Feb 2007||< 1|
|Sammy's Construction||Spread Eagle, WI||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Total Assets Under Management691MILLIONS
Total Number of Accounts756ACCOUNTS
Average Account Value$914,402
- A percentage of assets under your management
- Hourly charges
- 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
CA, OR, TX, WA
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