Wealth Plus Of The Dakotas, Inc.
Wealth Plus Of The Dakotas, Inc. (CRD# 287536) is a financial advisory firm headquartered in Aberdeen, SD. They manage $53,500,000 in 62 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Wealth Plus Of The Dakotas, Inc.
By the Numbers
-
Total Assets Under Management54MILLION
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Total Number of Accounts62ACCOUNTS
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Average Account Value$862,903
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ND, SD
Financial Advisors at Wealth Plus Of The Dakotas, Inc.
1
Lloyd Hodgin (CRD# 2954267) is an Investment Advisor Representative working at Wealth Plus Of The Dakotas, Inc. in Aberdeen, SD and has over 26 years of experience in the finance industry.
2
Adnan Aldayel (CRD# 2828838) is an Investment Advisor Representative working at Wealth Plus Of The Dakotas, Inc. in New Rockford, ND and has over 27 years of experience in the finance industry.
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