Robert L. Dahse

ISC ADVISORS

Buda, TX 78610

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CRD#: 4511017

Professional summary

Robert Lane Dahse, CFP®, who also goes by Rob L. Dahse, is a registered financial advisor currently at ISC ADVISORS, INC. located in Buda, Texas and INSTITUTIONAL SECURITIES CORPORATION located in Buda, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Robert has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob L. Dahse

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.

Refereeing youth soccer matches, not investment related, located at 316 Primrose Dr, Kyle, TX 78640, position/title is referee, start date 9/1/2023, 10 hours per month, non during business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lane Dahse'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^®

Certified Financial Planner

Start date: 2022

Experience

Current

April 22, 2013 - Present

ISC ADVISORS, INC.

Office #1: 589 North Fm 1626, Suite 301, Buda, TX 78610

RIA

CRD#: 166586

Buda, TX

Current

September 7, 2012 - Present

INSTITUTIONAL SECURITIES CORPORATION

Office #1: 589 North Fm 1626, Suite 301, Buda, TX 78610

CRD#: 20291

Buda, TX

Past

November 8, 2012 - December 31, 2013

INSTITUTIONAL SECURITIES CORPORATION

RIA

CRD#: 20291

DALLAS, TX

Past

July 11, 2005 - October 26, 2011

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

KYLE, TX

Past

March 21, 2002 - July 22, 2011

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

KYLE, TX

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".

ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA

Registered Investment Advisory firm - (3/20/2013 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(10/8/2012)

IAR

Texas
(4/22/2013)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/9/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/22/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/20/2002

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ISC ADVISORS, INC.

CRD#: 166586 / SEC#: 801-77727

RIA

Registered Investment Advisory firm - (3/20/2013 Approved)

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Contact information

Main Address

3500 Oak Lawn Ave Ste 400, Dallas, TX 75219

Mailing Address

Phone number

(214) 520-1115

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ISC ADVISORS PART 2A-MARCH 2024 (7/30/2025)

Regulatory assets under management

Total Number of Accounts	1,989
AUM (Assets Under Management)	$ 1,539,119,817

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.

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Advisor Monitoring

Firm Stability Insights

Robert L. Dahse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lane Dahse's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSTITUTIONAL SECURITIES CORPORATION

INSTITUTIONAL SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

Primary Firm SEC Registration

ISC ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/2005

Series 63

Date: 3/22/2002

SIE

Date: 10/1/2018

Series 6

Date: 3/20/2002

FINRA

Current Firm

ISC ADVISORS, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ISC ADVISORS, INC.

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