Dylan KvaaleCRD 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.
Elgethun Capital Management
Compass Financial Group
|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|
Total Assets Under Management39MILLIONS
Total Number of Accounts263ACCOUNTS
Average Account Value$149,583
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, IA, IL, MI, MN, NC, ND, OR, SD, TX
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