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).
Total Assets Under Management20MILLION
Total Number of Accounts183ACCOUNTS
Average Account Value$106,557
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Market timing services
David Dahl (CRD# 1266359) is an Investment Advisor Representative working at Dahl Financial Services, Inc. in Polo, IL and has over 32 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.