Dylan Kvaale, financial advisor Sioux Falls SD
93 score

Dylan Kvaale

CRD Number: 5584512
Current Firm: Principal Securities, Inc.

Dylan Kvaale (CRD# 5584512) is an Investment Advisor Representative working at Principal Securities, Inc. in Sioux Falls, SD and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Graber & Associates Sioux Falls, SD Mar 2014 - Current 2
Princor Financial Services Corporation Sioux Falls, SD Aug 2008 - Current 8
Principal Life Insurance Company Sioux Falls, SD Aug 2008 - Current 8
Tibbs Basketball Sioux Falls, SD Jun 2005 - Current 11
Wells Fargo Financial Bank Sioux Falls, SD Apr 2004 - Apr 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Dec 2010
Contact Info for Dylan M. Kvaale
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, RI, SC, SD, TN, TX, UT, VA, 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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