Patrick G. Hahn

DAKOTA WEALTH

AKRON, OH 44333

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CRD#: 5987795

Professional summary

Patrick Gavin Hahn, AIF®, CFP® is a registered financial advisor currently at DAKOTA WEALTH, LLC located in Akron, Ohio.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Patrick has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.)NAME OF OB: Medina County Society for the Protection of Animals; (2.)ADDRESS: 8790 Guilford Rd, Seville, OH 44273; (3.)NATURE: Charitable Organization; (4.)INVESTMENT RELATED: I serve on the Finance Committee. MCSPCA has an investment account. I do not manage but analyze & report to the board on the portfolio; (5.)TITLE OR RELATIONSHIP WITH OB: Member, Board of Trustees; (6.)DUTIES (BRIEF DESCRIPTION): Serve on the Board to assist the MCSPCA to fulfill its mission of supporting & protecting companion animal rights; (7.)START DATE: March 2018; (8.)APPROX. NUMBER OF HOURS/MONTH: 3; (9.)APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Gavin Hahn'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

July 16, 2019 - Present

DAKOTA WEALTH, LLC

Office #1: 275 Springside Drive Suite 250, Akron, OH 44333

RIA

CRD#: 297987

AKRON, OH

Past

October 1, 2020 - July 8, 2021

DAKORE WEALTH MANAGEMENT, LLC

RIA

CRD#: 310618

AKRON, OH

Past

November 12, 2014 - November 1, 2019

SPRINGSIDE PARTNERS LLC

RIA

CRD#: 172934

AKRON, OH

Past

April 26, 2012 - October 15, 2018

CETERA ADVISORS LLC

RIA

CRD#: 10299

AKRON, OH

Past

April 25, 2012 - October 15, 2018

CETERA ADVISORS LLC

CRD#: 10299

AKRON, OH

Past

December 6, 2011 - March 22, 2012

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PEPPER PIKE, OH

Past

October 26, 2011 - March 22, 2012

UBS FINANCIAL SERVICES INC.

CRD#: 8174

PEPPER PIKE, OH

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

Ohio
(7/16/2019)

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

IAR

Series 66

Date: 12/5/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/25/2011

General Securities 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)

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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.

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Patrick G. Hahn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Gavin Hahn's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAKORE WEALTH MANAGEMENT, LLC

SPRINGSIDE PARTNERS LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

DAKOTA WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/5/2011

SIE

Date: 10/1/2018

Series 7

Date: 10/25/2011

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

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