Patrick Gavin Hahn
Investment adviser representative at Dakota Wealth, LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Dakota Wealth, LLCJul 2019 to now
- Dakor� Wealth Management, LLCAug 2020 to Jul 2021
- Springside Partners LLCOct 2014 to Oct 2019
- Cetera Advisors LLCJan 2013 to Oct 2018
- Ss&g Wealth ManagementMar 2012 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (OH).
Dakota Wealth, LLC
$6.9BAssets managed
3,764Clients
61Advisers
8 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
- 5987795
- Firm CRD
- 297987