Evan D Hine
Investment adviser representative at Dakota Wealth, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.9BFirm assets
Are you Evan D Hine? 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 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
13 years in the industry.
- Dakota Wealth, LLCNov 2025 to now
- Lokken Investment Group, LLCOct 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Oct 2023
- Indian River Seafood CompanyMar 2022 to May 2022
- Loftus Wealth StrategiesJul 2021 to Jul 2022
- United Planners Financial ServicesJul 2021 to Dec 2021
- Sterling Financial ManagementAug 2020 to Nov 2020
- Blue Ridge Risk PartnersJun 2020 to Aug 2020
- Mount St. Mary's UniversityAug 2017 to May 2021
- Waynesboro Area Senior High SchoolAug 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 7287401
- Firm CRD
- 297987