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DF

Dallas W. Fagen

ECHELON GROUP
BOISE, ID 83702
Some features on this profile are disabled
CRD#: 7275110
DF

Professional summary

Dallas Wade Fagen, who also goes by Dallas Wade Fagen, Dallas Fagen, is a registered financial advisor currently at ECHELON GROUP located in Boise, Idaho and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Dallas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Dallas has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dallas Wade Fagen | Dallas Fagen

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 Dallas Wade Fagen'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®
None

Experience

Current

February 18, 2026 - Present

ECHELON GROUP

Office #1: 405 West Myrtle Street #100, Boise, ID 83702
RIA
CRD#: 333195
BOISE, ID
Current

March 16, 2026 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ
Past

January 19, 2024 - February 10, 2026

OSAIC WEALTH, INC.

RIA
CRD#: 23131
BOISE, ID
Past

January 19, 2024 - February 10, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
BOISE, ID
Past

May 2, 2023 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
BOISE, ID
Past

April 28, 2023 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
BOISE, ID
Past

July 23, 2021 - December 21, 2022

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Meridian, ID

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".
EG
ECHELON GROUP
ECHELON GROUP | ECHELON GROUP, INC.

CRD#: 333195 / SEC#: 801-131247

RIA
Registered Investment Advisory firm - (10/8/2024 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.
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

IAR
Idaho
(2/18/2026)
RR
Idaho
(3/17/2026)
RR
Oregon
(3/27/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/28/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/22/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/28/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

EG
ECHELON GROUP
ECHELON GROUP | ECHELON GROUP, INC.

CRD#: 333195 / SEC#: 801-131247

RIA
Registered Investment Advisory firm - (10/8/2024 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
405 West Myrtle Street #100, Boise, ID 83702
Mailing Address
Phone number
(208) 345-9944
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (7/14/2025)

Regulatory assets under management

Total Number of Accounts174
AUM (Assets Under Management)$ 102,105,746

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

ECHELON GROUP

CRD#: 333195Boise, ID 83702

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