Dylan Kvaale, financial advisor Sioux Falls SD
93 score

Dylan Kvaale

CRD Number: 5584512
Current Firm: Wealth Watch Advisors, LLC

Dylan Kvaale (CRD# 5584512) is an Investment Advisor Representative working at Wealth Watch Advisors, LLC in Sioux Falls, SD and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Watch Advisors, LLC Englewood, CO Dec 2017 - Current < 1
Graber & Associates Sioux Falls, SD Mar 2014 - Nov 2017 3
Princor Financial Services Corporation Sioux Falls, SD Aug 2008 - Nov 2017 9
Principal Life Insurance Company Sioux Falls, SD Aug 2008 - Nov 2017 9
Tibbs Basketball Sioux Falls, SD Apr 2005 - Jan 2015 9
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: 855-822-3708
Registered State(s):
  • MN
  • ND
  • SD
By the Numbers
  • Total Assets Under Management
    39
    MILLIONS
  • Total Number of Accounts
    263
    ACCOUNTS
  • Average Account Value
    $149,583
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IA, IL, MI, MN, NC, ND, OR, SD, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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