Dakota D Niedermeier

Current Employers

Employment History

• 10/2019 → Present
  Bfg Financial Advisors
  Timonium, MD
• 01/2018 → 10/2019
  Rehab Services Llc
  Millersville, MD
• 04/2017 → 01/2018
  Odia- United States Military Academy
  West Point, NY
• 02/2017 → 04/2017
  Unemployed
  Arnold, MD
• 01/2017 → 01/2017
  Adp
  White Marsh, MD
• 01/2008 → 01/2017
  Student
  College Park, MD
• 07/2020 → Present
  Kestra Advisory Services, Llc
  Timonium, MD
• 10/2019 → Present
  Kestra Investment Services, Llc
  Timonium, MD

Other Businesses

Name: BFG FINANCIAL ADVISORS A DIVISION OF BROTMAN FINANCIAL GROUP POSITION: Associate NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 11/24/2021 ADDRESS: 16 GREENMEADOW DR, SUITE 201, TIMONIUM MD 21093, United States DESCRIPTION: Attend client meetings, participate in year-end calls, wrap-up client meetings, prep for client meetings, handling client phone calls. Attend various strategy meetings, conferences, and workshops Name: KESTRA ADVISORY SERVICES, LLC POSITION: Associate NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 104 SECURITIES TRADING HOURS: 91 START DATE: 11/24/2021 ADDRESS: 5707 Southwest Parkway, Building 2 #400, Auston TX 78735, United States DESCRIPTION: attend client meetings, participate in year-end calls, wrap-up client meetings, prep for client meetings, handling client phone calls. Attend various strategy meetings, conferences, and workshops Name: BFG ESTATE & TAX SERVICES POSITION: Intermediary NATURE: Estate document drafting INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 16 Greenmeadow Dr, Suite 201, Timonium MD 21093, United States DESCRIPTION: We will send the client a link to their portal for them to enter their information and answer questions regarding estate drafting services. Once complete the client will receive their estate documents and instructions to notarize. We will keep them in our contact management system for marketing outreach efforts. We will provide the tools, but not render advice unless they engage in a financial planning relationship which will be through Kestra Advisory Services. Name: BROTMAN FINANCIAL GROUP POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 01/01/2025 ADDRESS: 16 Greenmeadow Dr. Suite 201, Timonium MD 21093, United States DESCRIPTION: Oversee client relationships and provide financial advice. Name: BFG FINANCIAL ADVISORS POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 10/01/2018 ADDRESS: 16 Greenmeadow Dr. Suite 201, Timonium MD 21093, United States DESCRIPTION: Lead Advisor responsibilities include client meetings, emails, phone calls, and training other staff members. Name: RENTAL PROPERTY POSITION: Landlord NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2026 ADDRESS: 3013 Hudson Street, Baltimore MD 21224, United States DESCRIPTION: My duties and obligations include keeping premises in fit condition, comply with building, housing, health and safetycodes, work to find renters for property, maintaining property when items arise for current renters and any otheractions needed to provide a safe home. Name: BFG ESTATE & TAX SERVICES POSITION: Intermediary NATURE: Estate document drafting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 16 Greenmeadow Dr, Suite 201, Timonium MD 21093, United States DESCRIPTION: We will send the client a link to their portal for them to enter their information and answer questions regarding estatedrafting services. Once complete the client will receive their estate documents and instructions to notarize. We will keepthem in our contact management system for marketing outreach efforts.We will provide the tools, but not render advice unless they engage in a financial planning relationship which will bethrough Kestra Advisory Services. Name: BROTMAN FINANCIAL GROUP POSITION: Advisor/Shareholder NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/16/2018 ADDRESS: 16 Greenmeadow Dr. Suite 201, Timonium MD 21093, United States DESCRIPTION: Lead Advisor responsibilities which include client meetings, e-mails, phone calls, and training other staff members.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-06

Designations

Other Names

• Cody Niedermeier