David Dahl

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2020 → 02/2024
  Ipi Wealth Management
  Quincy, IL
• 08/2018 → 08/2020
  Iowa Weslyn University
  Mount Pleasant, IA
• 08/2016 → 07/2018
  Goshen College
  Goshen, IN
• 08/2015 → 07/2017
  Upper Iowa University
  Fayette, IA
• 03/2024 → 08/2024
  Integrated Wealth Concepts Llc
  Waltham, MA
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2024-09-13 → 2024-10-11
  American Portfolios Advisors, Inc
  Great Falls, MT
  Holbrook, NY
• 2024-03-12 → 2024-08-28
  Integrated Wealth Concepts Llc
  Great Falls, MT
  Quincy, IL
• 2022-08-17 → 2024-02-29
  Ipi Wealth Management, Inc.
  Decatur, IL
  Quincy, IL

Other Businesses

1. 10/2023 - DAHLHOOPS. - CO-OWNER- ATHLETIC TRAINING - NON-INV RELATED - AT REPORTED LOCATION(S) - 5 HOURS PER MONTH/0 HOURS PER SECURITIES TRADING HOURS 2. BRAVERA WEALTH PLANNING + INVESTING DBA POSITION: Agent NATURE: Corporation. A division of Bravera Wealth DBA/Marketing name for Fixed Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2025 ADDRESS: 1019 7th St S, Great Falls MT 59405, United States DESCRIPTION: Fixed insurance sales 3. BRAVERA WEALTH POSITION: Advisor NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 08/20/2024 ADDRESS: 1019 7th St S, Great Falls MT 59405, United States DESCRIPTION: Network, conduct reviews and run financial plans.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-01-27

Designations

• Certified Financial Planner