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PW

Paul E. Wedin

SLOY, DAHL & HOLST
VANCOUVER, WA
Some features on this profile are disabled
CRD#: 6270156
PW

Professional summary

Paul Eric Wedin, AIF® is a registered financial advisor currently at SLOY, DAHL & HOLST, LLC located in Vancouver, Washington.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Paul has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Eric Wedin'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

Experience

Current

June 24, 2014 - Present

SLOY, DAHL & HOLST, LLC

RIA
CRD#: 110102
VANCOUVER, WA
Past

February 16, 2017 - August 25, 2022

SMART INVESTOR, LLC

RIA
CRD#: 116587
Portland, OR

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".
SD
SLOY, DAHL & HOLST, LLC
SLOY DAHL & HOLST INC | SLOY, DAHL & HOLST, LLC | SLOY DAHL & HOLST, INC.

CRD#: 110102 / SEC#: 801-31712

RIA
Registered Investment Advisory firm - (3/25/1988 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
Washington
(6/24/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/24/2014
Uniform Investment Adviser Law Examination

Current Firm

SD
SLOY, DAHL & HOLST, LLC
SLOY DAHL & HOLST INC | SLOY, DAHL & HOLST, LLC | SLOY DAHL & HOLST, INC.

CRD#: 110102 / SEC#: 801-31712

RIA
Registered Investment Advisory firm - (3/25/1988 Approved)
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Contact information

Main Address
1220 Main Street Suite 400, Vancouver, WA 98660
Mailing Address
Phone number
(503) 248-9800
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (10 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SLOY DAHL & HOLST LLC ADV BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts1,016
AUM (Assets Under Management)$ 1,681,640,167

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.

Company Information

SLOY, DAHL & HOLST, LLC

CRD#: 110102Vancouver, WA

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