MD
Matthew D. Dahl
AMERICAN RETIREMENT PLANNING GROUP
Las Vegas, NV 89144
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CRD#: 6127134
MD
Professional summary
Matthew D Dahl is a registered financial advisor currently at AMERICAN RETIREMENT PLANNING GROUP INC located in Las Vegas, Nevada and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Las Vegas, Nevada.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Matthew has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 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.) AMERICAN RETIREMENT PLANNING GROUP INC - CHIEF INVESTMENT OFFICER - REGISTERED INVESTMENT ADVISOR - LAS VEGAS, NV - SINCE 11/2012 - INVESTMENT RELATED 2.) MATTHEW DAHL - OWNER/SHAREHOLDER - NON-VARIABLE INSURANCE - LAS VEGAS, NV - SINCE 06/2013 - INVESTMENT RELATED 3.) AMERICAN RETIREMENT PLANNING GROUP/ARPG - CHIEF INVESTMENT OFFICER - DBA NAME FOR MARKETING PURPOSES ONLY - LAS VEGAS, NV - SINCE 09/2019 - INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Matthew D 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
December 6, 2012 - Present
AMERICAN RETIREMENT PLANNING GROUP INC
Office #1: 1120 N. Town Center Dr. Suite 140, Las Vegas, NV 89144RIA
CRD#: 108300
Las Vegas, NV
Current
November 6, 2012 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Office #1: 1120 N. Town Center Dr. Ste. 140, Las Vegas, NV 89144RIA
BD
CRD#: 20804
Las Vegas, NV
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".
AR
AMERICAN RETIREMENT PLANNING GROUP INC
AMERICAN RETIREMENT PLANNING GROUP INC
CRD#: 108300 / SEC#: 801-110254
RIA
Registered Investment Advisory firm - (4/5/2017 Approved)Arizona
Registered Investment Advisory firm - (5/4/2017 Terminated)California
Registered Investment Advisory firm - (6/3/2017 Terminated)Colorado
Registered Investment Advisory firm - (5/11/2017 Terminated)Florida
Registered Investment Advisory firm - (5/4/2017 Terminated)Nevada
Registered Investment Advisory firm - (2/28/2018 Terminated)Texas
Registered Investment Advisory firm - (5/4/2017 Terminated)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
Alabama(12/1/2017)
RR
Alaska(12/4/2017)
RR
Arizona(1/17/2013)
IAR
Arizona(5/21/2013)
RR
Arkansas(7/27/2015)
RR
California(1/4/2013)
RR
Colorado(1/3/2013)
IAR
Colorado(5/15/2013)
RR
District of Columbia(1/30/2019)
RR
Florida(5/29/2013)
RR
Georgia(8/20/2018)
RR
Hawaii(12/1/2017)
RR
Idaho(2/11/2013)
RR
Illinois(5/24/2013)
RR
Kentucky(5/8/2017)
RR
Louisiana(12/15/2022)
RR
Maryland(10/27/2016)
RR
Michigan(12/5/2017)
RR
Mississippi(12/7/2017)
RR
Missouri(10/25/2016)
RR
Montana(12/4/2017)
RR
Nevada(11/27/2012)
IAR
Nevada(12/6/2012)
RR
New Jersey(1/21/2020)
RR
New Mexico(7/27/2017)
RR
New York(9/1/2021)
RR
North Carolina(12/1/2017)
RR
Ohio(12/1/2017)
RR
Oklahoma(12/4/2017)
RR
Oregon(12/1/2017)
RR
Pennsylvania(12/4/2017)
RR
South Dakota(12/7/2017)
RR
Tennessee(9/8/2016)
RR
Texas(1/29/2015)
IAR
Texas(4/16/2025)
RR
Utah(12/1/2017)
RR
Virginia(12/4/2017)
RR
Washington(1/10/2013)
RR
Wisconsin(4/28/2021)
RR
Wyoming(12/1/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AR
AMERICAN RETIREMENT PLANNING GROUP INC
AMERICAN RETIREMENT PLANNING GROUP INC
CRD#: 108300 / SEC#: 801-110254
RIA
Registered Investment Advisory firm - (4/5/2017 Approved)Arizona
Registered Investment Advisory firm - (5/4/2017 Terminated)California
Registered Investment Advisory firm - (6/3/2017 Terminated)Colorado
Registered Investment Advisory firm - (5/11/2017 Terminated)Florida
Registered Investment Advisory firm - (5/4/2017 Terminated)Nevada
Registered Investment Advisory firm - (2/28/2018 Terminated)Texas
Registered Investment Advisory firm - (5/4/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1120 N. Town Center Dr. Suite 140, Las Vegas, NV 89144
Mailing Address
Phone number
(702) 655-8300
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 815 |
| AUM (Assets Under Management) | $ 289,420,592 |
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.
