Dasha Nichole Kwakenat

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/2013 → 03/2021
  H. Beck Inc.
  Rockville, MD
• 03/2010 → Present
  Wippman, Davis Sassociates
  St. Louis Park, MN
• 04/2021 → Present
  Grove Point Advisors, Llc
  Rockville, MD
• 08/2024 → Present
  United Planners
  Scottsdale, AZ
• 04/2009 → Present
  Dasha Nichole Kwakenat
  St Louis Park, MN
• 12/2024 → Present
  Wippman & Associates
  St. Louis Park, MN

Previous Registrations

• 2021-04-01 → 2024-08-21
  Grove Point Advisors, Llc
  Rockville, MD
  St. Louis Park, MN
  Rockville, MD
• 2014-01-29 → 2021-04-01
  Grove Point Investments, Llc
  St. Louis Park, MN

Other Businesses

1.) DASHA NICHOLE KWAKENAT - INSURANCE AGENT - INSURANCE-LIFE, HEALTH - CHASKA, MN - SINCE 04/2009 - INVESTMENT RELATED 2.) DASHA KWAKENAT - NOTARY - NOTARY - CHASKA, MN - SINCE 11/2014 - NOT INVESTMENT RELATED 3.) WIPPMAN & ASSOCIATES - CEO - NON-VARIABLE INSURANCE - CHASKA, MN - SINCE 12/2024 - INVESTMENT RELATED

Other Names

• Dasha Nichole Davis
• Dasha N Davis-Kwakenat