David J. Dahl
Professional summary
David Joel Dahl, CFP®, ChFC®, CLU® is a registered financial advisor currently at DAHL FINANCIAL SERVICES, INC. located in Polo, Illinois.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. David has worked at 3 firms and has passed the Series 63, Series 7, Series 22, Series 6 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Joel Dahl's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1992
Experience
May 12, 1998 - Present
DAHL FINANCIAL SERVICES, INC.
October 1, 1997 - September 8, 1999
AMERICAN GENERAL SECURITIES INCORPORATED
May 18, 1984 - October 1, 1997
USLIFE EQUITY SALES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/12/1998)
Exams
Current Firm
DAHL FINANCIAL SERVICES, INC.
CRD#: 123077 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 125 |
| AUM (Assets Under Management) | $ 31,200,000 |
Red Flags
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