Dasha Nichole Kwakenat
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
17 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Wippman & AssociatesDec 2024 to now
- United Planners' Financial Services of America A Limited PartnerAug 2024 to now
- United PlannersAug 2024 to now
- Grove Point Advisors, LLCApr 2021 to now
- Wippman, Davis SassociatesMar 2010 to now
- Dasha Nichole KwakenatApr 2009 to now
- H. Beck Inc.Dec 2013 to Mar 2021
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MN).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 5690910
- Firm CRD
- 20804