Dakota Wealth, LLC
Dakota Wealth, LLC (CRD# 297987) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $5,334,134,989 in 9,720 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management5,334MILLION
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Total Number of Accounts9,720ACCOUNTS
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Average Account Value$548,779
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI
Samuel Ronlund (CRD# 2727091) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 27 years of experience in the finance industry.
Robin Schaa (CRD# 6211047) is an Investment Advisor Representative working at Dakota Wealth, LLC in Sartell, MN and has over 8 years of experience in the finance industry.
Bonnie Sewell (CRD# 4647795) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 22 years of experience in the finance industry.
Brian Suskevich (CRD# 6087473) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 8 years of experience in the finance industry.
James Tonrey (CRD# 1023061) is an Investment Advisor Representative working at Dakota Wealth, LLC in Stillwater, MN and has over 42 years of experience in the finance industry.
Eric Bratvold (CRD# 2989333) is an Investment Advisor Representative working at Dakota Wealth, LLC in Stillwater, MN and has over 26 years of experience in the finance industry.
Mary Cosentino (CRD# 4696049) is an Investment Advisor Representative working at Dakota Wealth, LLC in Fort Lauderdale, FL and has over 4 years of experience in the finance industry.
Bridget Cunningham (CRD# 4335451) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 23 years of experience in the finance industry.
Jessie Hughes (CRD# 7450169) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.
William Kamery (CRD# 5508517) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 15 years of experience in the finance industry.