Bradi Dahmen (CRD# 5026885) is an Investment Advisor Representative working at Avantax Advisory Services in Wenatchee, WA and has over 17 years of experience in the finance industry.
CRD# 5471160
Edward Jones
CRD# 4535419
Blackburn Financial
CRD# 5273233
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Wenatchee, WA | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Wenatchee, WA | Oct 2019 - Current | 4 |
| Avantax Insurance Services, Inc. | Wenatchee, WA | Mar 2007 - Current | 17 |
| Cordell Neher & Company Pllc | Wenatchee, WA | Aug 2005 - Current | 18 |
| 1st Global Advisors, Inc. | Wenatchee, WA | Sep 2010 - Oct 2019 | 9 |
| 1st Global Capital Corp | Wenatchee, WA | Oct 2006 - Oct 2019 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2010 |
- WA
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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