David Dahl
Investment adviser representative at Osaic Wealth, Inc.
9 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$234.9BFirm 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 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
- Seminars and workshops
Experience
9 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Integrated Wealth Concepts LLCMar 2024 to Aug 2024
- Ipi Wealth ManagementSep 2020 to Feb 2024
- Iowa Weslyn UniversityAug 2018 to Aug 2020
- Goshen CollegeAug 2016 to Jul 2018
- Upper Iowa UniversityAug 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MT, TX, WY).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7286677
- Firm CRD
- 23131