Inactive

David Joel Dahl

Dahl Financial Services, Inc.

CRD 1266359

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Employer firm

Dahl Financial Services, Inc. CRD 123077

$33.4M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Periodicals / newsletters
Market timing

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

Current Employers

Dahl Financial Services, Inc.

7908 W. Judson Road, Polo, IL 61064-9047 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	1998-05-12

IL RA
APPROVED

Since 1998-05-12

Branch Locations

Polo, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Dahl'S Auto Reconstruction Co Inc	Highland Park	IL	06/1973	Present
Sebrite Corporation	Grand Rapids	MI	07/1982	Present
Dahl Financial Services Inc	Highland Park	IL	12/1982	Present
Dahl Insurance Services, Inc	Highland Park	IL	12/1982	Present
American General Securities Incorporated	Houston	TX	10/1997	Present

06/1973 → Present

Dahl'S Auto Reconstruction Co Inc

Highland Park, IL
07/1982 → Present

Sebrite Corporation

Grand Rapids, MI
12/1982 → Present

Dahl Financial Services Inc

Highland Park, IL
12/1982 → Present

Dahl Insurance Services, Inc

Highland Park, IL
10/1997 → Present

American General Securities Incorporated

Houston, TX

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1985-11-13

S63 Uniform Securities Agent State Law Examination

1985-11-13

Designations

Certified Financial Planner
Chartered Financial Consultant

View on SEC IAPD

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