Dylan Matthew Kvaale
Professional Summary
Dylan Matthew Kvaale is a registered financial advisor currently at MAKE WAY WEALTH MANAGEMENT located in Sioux Falls, South Dakota. Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Dylan has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
UBS FINANCIAL SERVICES INC.
FARMERS FINANCIAL SOLUTIONS, LLC
J.P. MORGAN SECURITIES LLC
THIRD LINE FINANCIAL PLANNING
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
UBS FINANCIAL SERVICES INC.
FARMERS FINANCIAL SOLUTIONS, LLC
J.P. MORGAN SECURITIES LLC
THIRD LINE FINANCIAL PLANNING
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
UBS FINANCIAL SERVICES INC.
FARMERS FINANCIAL SOLUTIONS, LLC
J.P. MORGAN SECURITIES LLC
THIRD LINE FINANCIAL PLANNING
Disclosures on record.
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
UBS FINANCIAL SERVICES INC.
FARMERS FINANCIAL SOLUTIONS, LLC
J.P. MORGAN SECURITIES LLC
THIRD LINE FINANCIAL PLANNING
Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
UBS FINANCIAL SERVICES INC.
FARMERS FINANCIAL SOLUTIONS, LLC
J.P. MORGAN SECURITIES LLC
THIRD LINE FINANCIAL PLANNING
Current Firm
MAKE WAY LLC | MAKE WAY WEALTH MANAGEMENT
Contact Information
Main Address
1601 E 69th Street Ste 201, Sioux Falls, SD 57108Phone Number
(605) 929-3875# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
331AUM (Assets Under Management)
$80,500,000Similar Advisors
UBS FINANCIAL SERVICES INC.
FARMERS FINANCIAL SOLUTIONS, LLC
J.P. MORGAN SECURITIES LLC
THIRD LINE FINANCIAL PLANNING
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
UBS FINANCIAL SERVICES INC.
FARMERS FINANCIAL SOLUTIONS, LLC
J.P. MORGAN SECURITIES LLC
THIRD LINE FINANCIAL PLANNING
State Registrations and Notice Filings
(7/15/2025)
(4/8/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2008About the Series 6 examSimilar Advisors
UBS FINANCIAL SERVICES INC.
FARMERS FINANCIAL SOLUTIONS, LLC
J.P. MORGAN SECURITIES LLC
THIRD LINE FINANCIAL PLANNING
CRS (Client Relationship Summary) - RIA
Click below to view Dylan Matthew Kvaale's CRS (Customer Relationship Summary).
Similar Advisors
UBS FINANCIAL SERVICES INC.
FARMERS FINANCIAL SOLUTIONS, LLC
J.P. MORGAN SECURITIES LLC
THIRD LINE FINANCIAL PLANNING