Zachary Dahl

Current Employers

Employment History

• 04/2014 → 02/2021
  Cambridge Investment Research Inc
  Fairfield, IA
• 04/2014 → 05/2021
  Cambridge Investment Research Advisors
  Fairfield, IA
• 05/2021 → Present
  Independent Financial Group
  Sauk City, WI
• 07/2023 → 10/2025
  Tent Rental
  Sauk City, WI

Previous Registrations

• 2014-04-14 → 2021-05-17
  Cambridge Investment Research Advisors, Inc.
  Middleton, WI
  Mcfarland, WI
  Sauk City, WI
  Sauk City, WI
• 2012-10-19 → 2014-05-28
  Lpl Financial Llc
  Middleton, WI

Other Businesses

(1) SAUK PRAIRIE SPORTS BOOSTER POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 105 9th St, Prairie Du Sac WI 53578, United States DESCRIPTION: Assist with board meeting decisions about sports programs and help volunteer at sporting events at the high school. (2) SAUK CITY CHAMBER OF COMMERCE POSITION: Officer/Director NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/18/2017 ADDRESS: 109 Phillps Blvd, Sauk City WI 53583, United States DESCRIPTION: Director with Sauk City Chamber (3) INDEPENDENT INSURANCE AGENT/SALES POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2019 ADDRESS: 635 Water St., Sauk City WI 53583, United States DESCRIPTION: Independent insurance agent that sells life insurance (4) ZACH DAHL WEALTH MANAGEMENT LLC POSITION: Independent Contractor NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/06/2014 ADDRESS: 635 Water St., Sauk City WI 53583, United States DESCRIPTION: 100% of DBA used for marketing purposes (5) CATCH - COMMUNITY AROUND THE CHILDREN'S HOSPITAL POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 02/02/2022 ADDRESS: 749 University Row, Madison WI 53705, United States DESCRIPTION: assist in the activities focusing on expansion, development and awareness of American Family Children's Hospital (7) DAHL FINANCIAL GROUP POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 1280 SECURITIES TRADING HOURS: 8 START DATE: 01/27/2022 ADDRESS: 635 Water St., Sauk City WI 53583, United States DESCRIPTION: Registered Rep at DBA used for marketing purposes (8) SHORT TERM HOUSE MANANGEMENT POSITION: Independent Contractor NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: 7614 Inama Road, Sauk City WI 53583, United States DESCRIPTION: My dad owns a long term rental property, single family home. In Summer of 2025, he would like to turn that into a short term rental so him and my mom can use. My brother Isaac and I would like to help with the management portion of the short term rental. (9) KING COWBOYS FINANCIAL LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/23/2026 ADDRESS: 1805 Bourbon Street, Cross Plains WI 53528, United States DESCRIPTION: Financial Advising Business (10) LAKE HOME RENTAL POSITION: Member NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 7 START DATE: 05/11/2026 ADDRESS: 1805 Bourbon Road, Cross Plains WI 53528, United States DESCRIPTION: Help my family manage a lake home rental Property Management will take care of day to day (11) DAHL BROTHERS WEALTH MANAGEMENT LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/23/2026 ADDRESS: 1805 Bourbon Street, Cross Plains WI 53528, United States DESCRIPTION: Financial Advising Business

Exams

• S66 Uniform Combined State Law Examination
  2012-10-18