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Philip George Dybdahl

CRD# 74360·Registered 1968 - 2006
Previously Registered: Being a previously registered professional could mean that Philip is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Philip George Dybdahl, who also goes by Philip G Dybdahl, was a registered financial advisor. Philip was a previously registered financial advisor and started their career in finance 1968 - 2006. Philip had worked at 9 firms and has passed the Series 63 and Series 1 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Philip G Dybdahl

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

58 years in the financial services industry

Current & Past Employments

DYBDAHL INVESTMENT ADVISERS, INC·CRD# 109719
RIA
Madison, WI
May 7, 1993 - August 28, 2006
BUTTONWOOD PARTNERS, INC.·CRD# 27108
BD
Madison, WI
October 16, 1990 - October 23, 2007
AEGON USA SECURITIES INC.·CRD# 13302
BD
Cedar Rapids, IA
July 23, 1990 - October 23, 1990
DAIN RAUSCHER INCORPORATED·CRD# 7600
BD
October 17, 1988 - July 20, 1990
THE MILWAUKEE COMPANY·CRD# 823
BD
August 3, 1982 - October 17, 1988
E. F. HUTTON & COMPANY INC·CRD# 235
BD
November 24, 1975 - August 12, 1982
PIPER SANDLER & CO.·CRD# 665
BD
January 27, 1971 - November 16, 1975
ADVANTAGE CAPITAL CORPORATION·CRD# 146
BD
May 8, 1969 - February 18, 1971
AMERICAN GENERAL MANAGEMENT COMPANY·CRD# 1068
BD
November 21, 1968 - May 25, 1972

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Current Firm

No current employment

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1979About the Series 63 exam

Series 1 — Registered Representative Examination

Passed Nov 1968

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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