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Eric Andrew Bratvold

Dakota Wealth, LLC

Stillwater, MN

Palm Beach Gardens, FL

CRD 2989333

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Employer firm

Dakota Wealth, LLC CRD 297987

$6.94B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers
  • OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING

From the firm’s Form ADV. Read the guides:

Current Employers
Dakota Wealth, Llc

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-06-01
  • MN RA
    APPROVED
    Since 2023-06-01

Branch Locations

423 So. Main Street Suite E1, Stillwater, MN 55082 • United States

11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stillwater Investment Management, Llc Stillwater MN 06/2008 10/2023
Dakota Wealth, Llc Stillwater MN 06/2023 Present
  • 06/2008 → 10/2023
    Stillwater Investment Management, Llc
    Stillwater, MN
  • 06/2023 → Present
    Dakota Wealth, Llc
    Stillwater, MN
Previous Registrations
  • 2019-11-14 → 2023-10-09
    Stillwater Investment Management, Llc
    Stillwater, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-14
S63 Uniform Securities Agent State Law Examination 1998-03-03
  • S65 Uniform Investment Adviser Law Examination
    2019-08-14
  • S63 Uniform Securities Agent State Law Examination
    1998-03-03

View on SEC IAPD

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Nearby Offices

RBC CAPITAL MARKETS, LLC · STILLWATER, MN
LPL FINANCIAL LLC · STILLWATER, MN
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