ZD
Zachary Dahl
INDEPENDENT FINANCIAL GROUP
Cross Plains, WI 53528
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CRD#: 6011461
ZD
Professional summary
Zachary Dahl is a registered financial advisor currently at INDEPENDENT FINANCIAL GROUP, LLC located in Cross Plains, Wisconsin.
Zachary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Zachary has worked at 4 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) SAUK PRAIRIE SPORTS BOOSTER POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 105 9th St, Prairie Du Sac WI 53578, United States DESCRIPTION: Assist with board meeting decisions about sports programs and help volunteer at sporting events at the high school. (2) SAUK CITY CHAMBER OF COMMERCE POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/18/2017 ADDRESS: 109 Phillps Blvd, Sauk City WI 53583, United States DESCRIPTION: Director with Sauk City Chamber (3) INDEPENDENT INSURANCE AGENT/SALES POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2019 ADDRESS: 635 Water St., Sauk City WI 53583, United States DESCRIPTION: Independent insurance agent that sells life insurance (4) ZACH DAHL WEALTH MANAGEMENT LLC POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/06/2014 ADDRESS: 635 Water St., Sauk City WI 53583, United States DESCRIPTION: 100% of DBA used for marketing purposes (5) CATCH - COMMUNITY AROUND THE CHILDREN'S HOSPITAL POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 02/02/2022 ADDRESS: 749 University Row, Madison WI 53705, United States DESCRIPTION: assist in the activities focusing on expansion, development and awareness of American Family Children's Hospital (6) TENT RENTAL POSITION: Owner NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 07/10/2023 ADDRESS: 7620 Inama Road, Sauk City WI 53583, United States DESCRIPTION: Rental business for event tent. (7) DAHL FINANCIAL GROUP POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 1280 SECURITIES TRADING HOURS: 8 START DATE: 01/27/2022 ADDRESS: 635 Water St., Sauk City WI 53583, United States DESCRIPTION: Registered Rep at DBA used for marketing purposes SHORT TERM HOUSE MANANGEMENT POSITION: Independent Contractor NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 7614 Inama Road, Sauk City WI 53583, United States DESCRIPTION: My dad owns a long term rental property, single family home. In Summer of 2025, he would like to turn that into a short term rental so him and my mom can use. My brother Isaac and I would like to help with the mangement portion of the short term rental. TENT RENTAL POSITION: Owner NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 7620 Inama Road, Sauk City WI 53583, United States DESCRIPTION: My brother and I, Isaac Dahl, would like to buy an event tent and rent it out on the weekend for events.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Dahl's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Zachary Dahl's 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®
NoneExperience
Current
May 7, 2021 - Present
INDEPENDENT FINANCIAL GROUP, LLC
Office #1: 1805 Bourbon Street, Cross Plains, WI 53528RIA
BD
CRD#: 7717
Cross Plains, WI
Current
May 7, 2021 - Present
INDEPENDENT FINANCIAL GROUP, LLC
Office #1: 1805 Bourbon Street, Cross Plains, WI 53528RIA
BD
CRD#: 7717
Cross Plains, WI
Past
April 14, 2014 - May 17, 2021
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Sauk City, WI
Past
April 14, 2014 - May 17, 2021
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
McFarland, WI
Past
October 19, 2012 - May 28, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
MIDDLETON, WI
Past
October 2, 2012 - May 28, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
MIDDLETON, WI
Past
April 11, 2012 - September 5, 2012
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
MIDDLETON, WI
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".
INDEPENDENT FINANCIAL GROUP, LLC
HAGERTY STEWART & ASSOCIATES LLC | INDEPENDENT FINANCIAL GROUP, LLC | INDEPENDENT FINANCIAL GROUP, INC | IFG FINANCIAL GROUP, LLC | HAGERTY, VAN MOURICK & LOGAN | HAGERTY, STEWART AND ASSOCIATES, INC. | HAGERTY, STEWART & ASSOCIATES, INC.
CRD#: 7717 / SEC#: 801-62667, 8-22870
RIA
Registered Investment Advisory firm - SEC (1/30/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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.RR
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
RR
Arizona(9/17/2025)
RR
Colorado(4/14/2022)
RR
Florida(5/7/2021)
RR
Hawaii(5/7/2021)
RR
Michigan(5/7/2021)
RR
Minnesota(5/7/2021)
RR
Montana(5/7/2021)
RR
Oregon(9/8/2022)
RR
Washington(4/2/2024)
RR
Wisconsin(5/7/2021)
IAR
Wisconsin(5/7/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
INDEPENDENT FINANCIAL GROUP, LLC
HAGERTY STEWART & ASSOCIATES LLC | INDEPENDENT FINANCIAL GROUP, LLC | INDEPENDENT FINANCIAL GROUP, INC | IFG FINANCIAL GROUP, LLC | HAGERTY, VAN MOURICK & LOGAN | HAGERTY, STEWART AND ASSOCIATES, INC. | HAGERTY, STEWART & ASSOCIATES, INC.
CRD#: 7717 / SEC#: 801-62667, 8-22870
RIA
Registered Investment Advisory firm - SEC (1/30/2004 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
12671 High Bluff Drive Suite 200, San Diego, CA 92130
Mailing Address
12671 High Bluff Drive Suite 200, San Diego, CA 92130
Phone number
(858) 436-3180
Established
Delaware since 07/09/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
622
SEC notice filing (52 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INDEPENDENT FINANCIAL GROUP, INC. | OWNER | |
| DAVIS, SCOTT EARLE | CFO & FINOP | 7160800 |
| DENNEN, BRIAN | CCO BROKERAGE & ADVISORY | 3239786 |
| FISCHER, DAVID ALLEN | MANAGING DIRECTOR | 1634222 |
| HEISING, SCOTT ALLEN | CHIEF EXECUTIVE OFFICER/ MANAGING DIRECTOR | 2192259 |
| KEEFE, KEVIN MICHAEL | PRESIDENT, COO | 1869560 |
| KREISMAN, SARAH JILL | SVP & GENERAL COUNSEL | 2671706 |
| PEARSON, TROY DALE | ROSFP | 2413897 |
Regulatory assets under management
| Total Number of Accounts | 44,046 |
| AUM (Assets Under Management) | $ 11,322,059,063 |
Disclosures
| Regulatory Event | 15 |
| Arbitration | 2 |
| Bond | 1 |
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.
