Dale Mark Maas

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 03/2014 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

NBD Holdings LLC Type of business: Real Estate Holding Company Oceanside, CA Start date: 6/2/2021 Manager Hours per week: 1 Hours during trading: 1 Desc: This is the holding company we set up to hold our new office suite. I am now an FA owner with Edward Jones. My responsibilities are limited to negotiating with Edward Jones to set up lease and get the office suite ready for move in. * Coast 2 Coast FL LLC Type of business: Real Estate Development Oceanside, CA Start date: 8/31/2023 Manager Hours per week: 1 Hours during trading: 1 Desc: I am one of four managers of this LLC, The four families formed a partnership. We are working with a real estate developer in FL. We provided capital for purchase, renovation, and sell of properties in the Clearwater area. My responsibility is to evaluate possible deals and to provide capital. * Rental Property Oceanside, CA Start date: 11/1/2021 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities * Coast to Coast FL LLC Oceanside, CA Start date: 6/1/2024 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams

• S66 Uniform Combined State Law Examination
  2014-05-16

Other Names

• Dale Maas