AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PD

Philip G. Dybdahl

Some features on this profile are disabled
CRD#: 74360
PD

Professional summary


Being a previously registered professional could mean that this person 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.

Philip George Dybdahl, who also goes by Philip G Dybdahl, was a registered financial advisor .

Philip is a previously registered financial advisor and started their career in finance in 1968. Philip had worked at 9 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Philip G Dybdahl

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)


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

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


Past

May 7, 1993 - August 28, 2006

DYBDAHL INVESTMENT ADVISERS, INC

RIA
CRD#: 109719
MADISON, WI
Past

October 16, 1990 - October 23, 2007

BUTTONWOOD PARTNERS, INC.

BD
CRD#: 27108
MADISON, WI
Past

July 23, 1990 - October 23, 1990

AEGON USA SECURITIES INC.

BD
CRD#: 13302
CEDAR RAPIDS, IA
Past

October 17, 1988 - July 20, 1990

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

August 3, 1982 - October 17, 1988

THE MILWAUKEE COMPANY

BD
CRD#: 823
Past

November 24, 1975 - August 12, 1982

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

January 27, 1971 - November 16, 1975

PIPER SANDLER & CO.

BD
CRD#: 665
Past

May 8, 1969 - February 18, 1971

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
Past

November 21, 1968 - May 25, 1972

AMERICAN GENERAL MANAGEMENT COMPANY

BD
CRD#: 1068

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 11/14/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 11/20/1968
Registered Representative Examination

Current firm


No current employment

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


No current employment

TRUST BUT VERIFY

Monitor Philip Dybdahl

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics