Dahl Financial Services, Inc.
Dahl Financial Services, Inc. (CRD# 123077) is a financial advisory firm headquartered in Polo, IL. They manage $28,400,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Dahl Financial Services, Inc.
By the Numbers
-
Total Assets Under Management28MILLION
-
Total Number of Accounts125ACCOUNTS
-
Average Account Value$227,200
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Dahl Financial Services, Inc.
1
David Dahl (CRD# 1266359) is an Investment Advisor Representative working at Dahl Financial Services, Inc. in Polo, IL and has over 38 years of experience in the finance industry.
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