Robert W Tanhoff
Investment adviser representative at Dai Wealth, LLC
11 yearsExperience
2 statesRegistered in
$330MFirm assets
20 yearsFirm in business
Are you Robert W Tanhoff? 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Dai Wealth, LLCApr 2022 to now
- Dai SecuritiesApr 2022 to now
- Guardian Life InsDec 2015 to now
- Park Avenue SecuritiesFeb 2016 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
Dai Wealth, LLC
$330MAssets managed
1,537Clients
25Advisers
20 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
- 6590975
- Firm CRD
- 138938