James Tonrey, financial advisor Stillwater MN

James Tonrey

CRD Number: 1023061
Current Firm: Dakota Wealth, LLC

James Tonrey (CRD# 1023061) is an Investment Advisor Representative working at Dakota Wealth, LLC in Stillwater, MN and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Dakota Wealth, LLC Stillwater, MN Jun 2023 - Current < 1
Stillwater Investment Management, LLC Stillwater, MN Jun 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1982
By the Numbers
  • Total Assets Under Management
    5,334
    MILLIONS
  • Total Number of Accounts
    9,720
    ACCOUNTS
  • Average Account Value
    $548,779
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI

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Data verified by both the advisor and the public regulatory data.

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