Dakota Wealth Solutions, LLC

Dakota Wealth Solutions, LLC (CRD# 165708) is a financial advisory firm headquartered in Chandler, AZ. They manage $1,005,998 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $41,917
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

NJ

Financial Advisors at Dakota Wealth Solutions, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephen J. Goldstein
CRD#: 2426136
309 Fellowship Road, Suite 200, Chandler, AZ 85226
96
Wealthminder
score

Stephen Goldstein (CRD# 2426136) is an Investment Advisor Representative working at Dakota Wealth Solutions, LLC in Chandler, AZ and has over 11 years of experience in the finance industry. Stephen Goldstein 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.

2
Marlina D. Randazzo
CRD#: 4472066
309 Fellowship Road, Suite 200, Chandler, AZ 85226
93
Wealthminder
score

Marlina Randazzo (CRD# 4472066) is an Investment Advisor Representative working at Dakota Wealth Solutions, LLC in Chandler, AZ and has over 6 years of experience in the finance industry.

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