Dean Gregory Ringdahl

Employer firm

Agnello Financial Group, Inc. CRD 141522

$379M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• PORTFOLIO MONITORING FOR INDIVIDUALS AND/OR SMALL BUSINESSES

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

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

Current Employers

Employment History

• 05/2002 → 11/2023
  Fsc Securities Corporation
  West Palm Beach, FL
• 11/2023 → Present
  Osaic Wealth, Inc.
  West Palm Beach, FL

Previous Registrations

• 2002-09-10 → 2017-11-08
  Fsc Securities Corporation
  West Palm Beach, FL
  West Palm Beach, FL

Other Businesses

1. INDEPENDENT RIA: GREG RINGDAHL, CFP, AGNELLO FINANCIAL GROUP, 712 N. OLIVE AVE., WEST PALM BEACH, FL. IAR: 120 HOURS/MONTH; SIX HOURS/DAY DURING TRADING HOURS. OVERSEES AND SOLICITS INVESTMENT ADVISORY ACCOUNTS. INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES. 2. GREG RINGDAHL, CFP POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/1980 ADDRESS: 712 North Olive Avenue, West Palm Beach FL 33401-4015, United States DESCRIPTION: Maintaining existing life insurance, medicare supplement and health savings account policies. Soliciting new policies.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-02-02

Designations

• Certified Financial Planner

Other Names

• Greg Ringdahl