DK
Dale I. Kanten
KANTEN FINANCIAL SERVICES
Virginia Beach, VA
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CRD#: 6364419
DK
Professional summary
Dale Iver Kanten is a registered financial advisor currently at KANTEN FINANCIAL SERVICES located in Virginia Beach, Virginia.
Dale is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Dale has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Dale Iver Kanten'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
October 8, 2014 - Present
KANTEN FINANCIAL SERVICES
RIA
CRD#: 171718
Virginia Beach, VA
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
Virginia(10/8/2014)
Current Firm
KF
KANTEN FINANCIAL SERVICES
KANTEN FINANCIAL SERVICES | KANTEN, DALE IVER
CRD#: 171718 / SEC#:
Virginia
Registered Investment Advisory firm - (10/8/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Virginia Beach, VA
Mailing Address
Phone number
(757) 498-8125
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 1,120,256 |
Red Flags
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