Kent Dallmeyer (CRD# 851512) is an Investment Advisor Representative working at Mason & Associates, Inc. in Washington, IA and has over 43 years of experience in the finance industry.
CRD# 5081398
Avantax Advisory Services
CRD# 2799252
Ameriprise Financial Services, LLC
CRD# 4864195
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Dec 2015 - Current | 8 |
| Mason & Associates | Los Angeles, CA | Jul 2015 - Current | 8 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2006 - Dec 2015 | 9 |
| Aflac Insurance | Washington, IA | Mar 2006 - Dec 2015 | 9 |
| Life Insurance | Washington, IA | Mar 2006 - Dec 2015 | 9 |
| Prairie Grain, LLP | Washington, IA | Jan 2003 - Dec 2015 | 12 |
| Windswept Farms, LP | North Oaks, MN | Mar 1997 - Dec 2015 | 18 |
| Kent L. Dallmeyer Farm Account | North Oaks, MN | Mar 1996 - Dec 2015 | 19 |
| Tis Group | North Oaks, MN | May 1995 - Dec 2015 | 20 |
| Dallmeyer, Inc. | North Oaks, MN | Dec 1982 - Dec 2015 | 33 |
| Dallmeyer & Son, Inc. | North Oaks, MN | Dec 1982 - Dec 2015 | 33 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2006 - Jul 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1981 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IA
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Total Assets Under Management540MILLIONS
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Total Number of Accounts1,717ACCOUNTS
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Average Account Value$314,219
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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