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Matthew D Dahl

Investment adviser representative at American Retirement Planning Group Inc
12 yearsExperience
5 statesRegistered in
$348.1MFirm assets
9 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Matthew DahlJun 2013 to now
  2. American Retirement Planning Group IncNov 2012 to now
  3. United Planners' Financial ServicesOct 2012 to now

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 5 states (AZ, CO, IA, NV, TX).

American Retirement Planning Group Inc

$348.1MAssets managed
870Clients
2Advisers
9 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
6127134
Firm CRD
108300
Advisor's SEC record (opens in a new tab)
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