Unclaimed Profile

Dale Miles Skogstad

MARQUETTE ASSET MANAGEMENT, LLC·MINNEAPOLIS, Minnesota

SIE, Series 7, Series 7TO, Series 63CFP CFAClean record12 years registeredMARQUETTE ASSET MANAGEMENT, LLC

150 SOUTH FIFTH STREET, MINNEAPOLIS, MN 55402CRD# 6242120Firm CRD# 282482

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dale Miles Skogstad · MINNEAPOLIS, MN

Registration

CRD #6242120 · MARQUETTE ASSET MANAGEMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jun 2025 – present

BRIGHTON JONES LLC

Jul 2021 – Mar 2024

Minneapolis, MN

MARQUETTE WEALTH MANAGEMENT

Sep 2019 – Jul 2021

MINNEAPOLIS, MN

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Apr 2018 – Aug 2019

MINNEAPOLIS, MN

DIMENSIONAL FUND ADVISORS LP

Jan 2016 – Mar 2018

AUSTIN, TX

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Jan 2014 – May 2015

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Registration record

First registered · January 24, 2014

Years registered · 12

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARQUETTE ASSET MANAGEMENT, LLC

CRD 282482 · SEC 801-107122

AUM

$712M

Regulatory assets under management

Employees

584 client accounts

Services offered by MARQUETTE ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARQUETTE ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Dale Miles Skogstad offer?

Dale Miles Skogstad specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Dale Miles Skogstad's credentials?

Dale Miles Skogstad holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Dale Miles Skogstad located?

Dale Miles Skogstad is based in MINNEAPOLIS, Minnesota, working with MARQUETTE ASSET MANAGEMENT, LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Dale Miles Skogstad charge for services?

Dale Miles Skogstad's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARQUETTE ASSET MANAGEMENT, LLC?

MARQUETTE ASSET MANAGEMENT, LLC has approximately 7 employees and manages $712M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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