Dak Financial Services, LLC

Dak Financial Services, LLC (CRD# 283747) is a financial advisory firm headquartered in , . They manage $45,889,656 in 128 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.dakfinancialservices.com
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $358,513
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, MA

Financial Advisors at Dak Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Douglas Kartsen, financial advisor Avon CT
Douglas A. Kartsen
CRD#: 5150347
Avon, CT

Douglas Kartsen (CRD# 5150347) is an Investment Advisor Representative working at Dak Financial Services, LLC in Avon, CT and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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