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DJ

Dawn D. Jurkovich

RELEVE FINANCIAL GROUP
FOUNTAIN HILLS, AZ
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CRD#: 4366566
DJ

Professional summary


Dawn Deborah Jurkovich, CFP®, who also goes by Dawn Deborah Dahlby, Dawn Dahlby Jurkovich, is a registered financial advisor currently at RELEVE FINANCIAL GROUP located in Fountain Hills, Arizona.

Dawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Dawn has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Dawn Deborah Dahlby | Dawn Dahlby Jurkovich

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Dawn Deborah Jurkovich'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®
CFP®

Start date: 2010

Experience


Current

December 2, 2016 - Present

RELEVE FINANCIAL GROUP

RIA
CRD#: 285243
FOUNTAIN HILLS, AZ
Past

December 9, 2013 - January 3, 2017

NORTHROCK PARTNERS, LLC

RIA
CRD#: 167908
MINNEAPOLIS, MN
Past

October 17, 2013 - July 17, 2015

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
MINNEAPOLIS, MN
Past

October 3, 2006 - October 21, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MINNEAPOLIS, MN
Past

April 9, 2001 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 9, 2001 - October 21, 2013

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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".
RF
RELEVE FINANCIAL GROUP
DAWN DAHLBY | RELEVE FINANCIAL GROUP, LLC | RELEVE FINANCIAL GROUP | JURKOVICH, DAWN

CRD#: 285243 / SEC#: 801-108540

RIA
Registered Investment Advisory firm - (11/4/2016 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
Arizona
(5/10/2018)
IAR
Minnesota
(12/2/2016)
IAR
Texas
(1/4/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/13/2001
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RF
RELEVE FINANCIAL GROUP
DAWN DAHLBY | RELEVE FINANCIAL GROUP, LLC | RELEVE FINANCIAL GROUP | JURKOVICH, DAWN

CRD#: 285243 / SEC#: 801-108540

RIA
Registered Investment Advisory firm - (11/4/2016 Approved)
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Contact information


Main Address
9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260
Mailing Address
724 Bielenberg Drive #2, Woodbury, MN 55125
Phone number
(612) 801-5440
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (6 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RELEVE FINANCIAL GROUP - ADV PART 2A (2/4/2026)

Regulatory assets under management


Total Number of Accounts1,275
AUM (Assets Under Management)$ 255,563,347

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.

Company Information


RELEVE FINANCIAL GROUP

CRD#: 285243Fountain Hills, AZ

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