Gregory Scott Dahlberg
Investment adviser representative at LPL Financial LLC
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
Are you Gregory Scott Dahlberg? 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
- Seminars and workshops
Experience
25 years in the industry.
- LPL Financial LLCJan 2024 to now
- Mzn Properties, LLCDec 2018 to now
- Maier and AssociatesDec 2001 to now
- Maier & Associates College PlanningDec 2018 to Jan 2024
- Maier & Associates Insurance AgencyDec 2018 to Jan 2024
- Raymond James Financial Services Advisors, Inc.Nov 2018 to Jan 2024
- Raymond James Financial Services, Inc.Nov 2018 to Jan 2024
- Securities America, Inc.Oct 2013 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4475533
- Firm CRD
- 6413