Otter Creek Partners

Otter Creek Partners (CRD# 125591) is a financial advisory firm headquartered in Ketchikan, AK. They manage $31,795,000 in 420 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $75,702
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
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.

AK, CO, WA

Financial Advisors at Otter Creek Partners
Showing 1 - 2 of 2 top financial advisors.
1
Mary L. Dahl
CRD#: 1088130
337 Stedman St, Ketchikan, AK 99901
96
Wealthminder
score

Mary Dahl (CRD# 1088130) is an Investment Advisor Representative working at Otter Creek Partners in Ketchikan, AK and has over 33 years of experience in the finance industry. Mary 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.

2
Christine M. Dahl
CRD#: 6129903
337 Stedman Street, Ketchikan, AK 99901
70
Wealthminder
score

Christine Dahl (CRD# 6129903) is an Investment Advisor Representative working at Otter Creek Partners in Ketchikan, AK and has 1 year of experience in the finance industry. Christine 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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