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Dallas Wade Fagen

Echelon Group

Boise, ID

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Current Employers
Echelon Group

251 E. Front Street Suite 202, Boise, ID 83702 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-02-18
  • ID RA
    APPROVED
    Since 2026-02-18

Branch Locations

251 E. Front Street Suite 202, Boise, ID 83702 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Company Meridian ID 08/2019 12/2022
Mml Investors Services, Llc Meridian ID 05/2021 12/2022
Idaho Pacific Lumber Meridian ID 06/2018 02/2019
Self Employed Boise ID 02/2019 09/2019
Fagen Trees And Chips Bend OR 06/2008 02/2019
Mml Investors Services, Llc Meridian ID 10/2019 10/2020
Woodbury Financial Services Inc Boise ID 01/2023 01/2024
Osaic Wealth, Inc. Boise ID 01/2024 02/2026
Echelon Group Boise ID 02/2026 Present
Simplicity Investments Summit NJ 03/2026 Present
  • 08/2019 → 12/2022
    Massmutual Life Insurance Company
    Meridian, ID
  • 05/2021 → 12/2022
    Mml Investors Services, Llc
    Meridian, ID
  • 06/2018 → 02/2019
    Idaho Pacific Lumber
    Meridian, ID
  • 02/2019 → 09/2019
    Self Employed
    Boise, ID
  • 06/2008 → 02/2019
    Fagen Trees And Chips
    Bend, OR
  • 10/2019 → 10/2020
    Mml Investors Services, Llc
    Meridian, ID
  • 01/2023 → 01/2024
    Woodbury Financial Services Inc
    Boise, ID
  • 01/2024 → 02/2026
    Boise, ID
  • 02/2026 → Present
    Boise, ID
  • 03/2026 → Present
    Simplicity Investments
    Summit, NJ
Previous Registrations
  • 2024-01-19 → 2026-02-10
    Boise, ID
  • 2023-05-02 → 2024-01-19
    Woodbury Financial Services, Inc.
    Boise, ID
Other Businesses

1.) ECHELON - 2/17/26 - 405 W Myrtle Street, Suite 100, Boise, ID 83702 - IAR, Advisory Services, Invt Rel, RA business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) ATM BUSINESS - 7/1/25 - 10364 W Jewell Street - Silent Investor, No duties, just a silent investor, Not Invt Rel, Bought ATMs with a friend and have them at a few businesses, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) FAGEN FAMILY REAL ESTATE - 10/1/2021 - 10364 W Jewell St, Boise, ID 83704 - Managing properties, not Invt Rel, buying, renting and selling real estate, 0 hrs/mo; 0 hrs/mo (during trading time). 4.) High School Coach - 3/1/2019 - Mountain View High School, Meridian, ID, coaching, not Invt Rel, 60 hrs/mo; 0 hrs/mo (during trading hours).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-28
  • S66 Uniform Combined State Law Examination
    2022-11-28
Other Names
  • Dallas Fagen
  • Dallas Wade Fagen

View on SEC IAPD

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