![Dylan Kolquist, financial advisor Duluth MN](/img/ws/profile-blank-sq.png)
Dylan Kolquist (CRD# 7040389) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Duluth, MN and has 1 year of experience in the finance industry.
![Christopher Anderson, financial advisor Duluth MN](/img/ws/profile-blank-sq.png)
CRD# 5369842
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![John Anderson, Sr., financial advisor Duluth MN](/img/ws/profile-blank-sq.png)
CRD# 820126
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Dale Anich, financial advisor Duluth MN](/img/ws/profile-blank-sq.png)
CRD# 1283578
Split Rock Private Trading And Wealth Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | 1 |
Cetera Advisor Networks LLC | El Segundo, CA | Jun 2022 - Current | 2 |
Sellwood Partners, LLC | Duluth, MN | Jan 2022 - Current | 2 |
Cetera Advisor Networks | El Segundo, CA | Jan 2022 - Jun 2022 | < 1 |
Unemployed | Duluth, MN | Nov 2021 - Jan 2022 | < 1 |
Midwest Secure Retirement | St. Louis Park, MN | Jun 2021 - Nov 2021 | < 1 |
Unemployed | Duluth, MN | Aug 2020 - Jun 2021 | < 1 |
Minnesota State University, Mankato | Mankato, MN | Aug 2017 - May 2021 | 3 |
Ridgeview Country Club | Duluth, MN | May 2020 - Aug 2020 | < 1 |
Unemployed | Duluth, MN | Oct 2019 - May 2020 | < 1 |
Northwestern Mutual | Mankato, MN | Nov 2018 - Oct 2019 | < 1 |
Unemployed | Duluth, MN | Aug 2018 - Nov 2018 | < 1 |
Ridgeview Country Club | Duluth, MN | May 2018 - Aug 2018 | < 1 |
Unemployed | Duluth, MN | Aug 2017 - May 2018 | < 1 |
Ridgeview Country Club | Duluth, MN | May 2017 - Aug 2017 | < 1 |
Unemployed | Duluth, MN | Sep 2016 - May 2017 | < 1 |
Ridgeview Country Club | Duluth, MN | May 2016 - Sep 2016 | < 1 |
Unemployed | Duluth, MN | Sep 2015 - May 2016 | < 1 |
Ridgeview Country Club | Duluth, MN | May 2015 - Sep 2015 | < 1 |
Unemployed | Duluth, MN | Sep 2014 - May 2015 | < 1 |
Ridgeview Country Club | Duluth, MN | May 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- MN
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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