James K. Tonrey

DAKOTA WEALTH

Stillwater, MN 55082

Some features on this profile are disabled

CRD#: 1023061

Professional summary

James Kehoe Tonrey JR, who also goes by Jim Tonrey, is a registered financial advisor currently at DAKOTA WEALTH, LLC located in Stillwater, Minnesota.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. James has worked at 5 firms and has passed the Series 63, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Tonrey

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) On a transitional basis, Mr. Tonrey will be dually registered as an Investment Advisor Representative with Stillwater Investment Management, LLC and as an Investment Advisor Representative with Dakota Wealth, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Kehoe Tonrey JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 1, 2023 - Present

DAKOTA WEALTH, LLC

Office #1: 423 So. Main Street Suite E1, Stillwater, MN 55082

RIA

CRD#: 297987

Stillwater, MN

Past

January 22, 2014 - October 9, 2023

STILLWATER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 132237

STILLWATER, MN

Past

February 20, 1987 - July 3, 1997

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

May 7, 1984 - February 10, 1987

THE BOSTONIAN GROUP SECURITIES CORPORATION

CRD#: 13521

Past

March 30, 1982 - August 22, 1983

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DAKOTA WEALTH, LLC

DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097

RIA

Registered Investment Advisory firm - (10/8/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(6/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/25/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 22

Date: 7/12/1983

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/23/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

DAKOTA WEALTH, LLC

DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097

RIA

Registered Investment Advisory firm - (10/8/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752

Mailing Address

Phone number

(561) 774-8101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAKOTA WEALTH FORM ADV PART 2A (10/15/2025)

Regulatory assets under management

Total Number of Accounts	9,786
AUM (Assets Under Management)	$ 6,335,261,507

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/10/2025	Cover Page	Report
09/13/2024	Cover Page	Report
11/21/2023	Cover Page	Report
01/18/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Kyle Klatt

OSAIC WEALTH, INC.

IAR

Forest Lake, MN

Brian Niemann

LPL FINANCIAL LLC

IAR

STILLWATER, MN

Michael Erpenbach

LPL FINANCIAL LLC

IAR

Lake Elmo, MN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

James K. Tonrey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Kehoe Tonrey JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

STILLWATER INVESTMENT MANAGEMENT, LLC

NEW ENGLAND SECURITIES

THE BOSTONIAN GROUP SECURITIES CORPORATION

GREEN HILL FINANCIAL SERVICE CORPORATION

Primary Firm SEC Registration

DAKOTA WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/25/1982

Series 22

Date: 7/12/1983

Series 6

Date: 3/23/1982

Current Firm

DAKOTA WEALTH, LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

DAKOTA WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors