Dahl Financial Services, Inc.

Dahl Financial Services, Inc. (CRD# 123077) is a financial advisory firm headquartered in Polo, IL. They manage $19,500,000 in 183 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $106,557
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Dahl Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David J. Dahl
CRD#: 1266359
Polo, IL
96
Wealthminder
score

David Dahl (CRD# 1266359) is an Investment Advisor Representative working at Dahl Financial Services, Inc. in Polo, IL and has over 31 years of experience in the finance industry. David Dahl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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