Joseph Daniel Dahl
Investment adviser representative at Osaic Wealth, Inc.
22 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
Are you Joseph Daniel Dahl? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Osaic Wealth, Inc.Jan 2024 to now
- Woodbury Financial Services, Inc.Mar 2019 to now
- Coastline MortgageFeb 2008 to now
- Questar Asset ManagementFeb 2017 to Mar 2019
- Questar Capital CorporationFeb 2017 to Mar 2019
- Capital Guardian Wealth Management LLCNov 2010 to Feb 2017
- Financial Foundations of WilmingtonFeb 2004 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (NC).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4372920
- Firm CRD
- 23131