Dakota Ray Cryer
Investment adviser representative at Wafd Wealth, Inc
11 yearsExperience
1 stateRegistered in
$348.1MFirm assets
1 yearFirm 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 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
11 years in the industry.
- Wafd Wealth, Inc.Dec 2025 to now
- Westchase DistrictJan 2024 to Oct 2025
- CyclegearSep 2023 to Apr 2024
- Buc-ee'sApr 2023 to Nov 2023
- Iron Supply PowersportsAug 2022 to Sep 2023
- FedexNov 2021 to Aug 2022
- Bass Pro ShopsSep 2019 to Oct 2021
- Little CaesarsMay 2019 to Sep 2019
- Katy High SchoolSep 2015 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
Wafd Wealth, Inc
$348.1MAssets managed
274Clients
11Advisers
1 yearIn 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
- 8250814
- Firm CRD
- 337346