Unclaimed Profile

David Evans Rosedahl

DOUGHERTY WEALTH ADVISERS LLC·MINNEAPOLIS, Minnesota

Clean recordDOUGHERTY WEALTH ADVISERS LLC

90 SOUTH SEVENTH STREET, SUITE 4300, MINNEAPOLIS, MN 55402CRD# 868211Firm CRD# 143138

Profile Verification

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

Identity

David Evans Rosedahl · MINNEAPOLIS, MN

Registration

CRD #868211 · DOUGHERTY WEALTH ADVISERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Evans Rosedahl is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with DOUGHERTY WEALTH ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DOUGHERTY WEALTH ADVISERS LLC

AUM

$352M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DOUGHERTY WEALTH ADVISERS LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 868211

Firm CRD# 143138

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Evans Rosedahl offer?

David Evans Rosedahl specializes in Financial Planning, Investment Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are David Evans Rosedahl's credentials?

David Evans Rosedahl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Evans Rosedahl located?

David Evans Rosedahl is based in MINNEAPOLIS, Minnesota, working with DOUGHERTY WEALTH ADVISERS LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does David Evans Rosedahl charge for services?

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

How large is DOUGHERTY WEALTH ADVISERS LLC?

DOUGHERTY WEALTH ADVISERS LLC has approximately 3 employees and manages $352M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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