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Dylan T Dalziel

Advisor at Cetera — Devils Lake, ND

Updated today

Credentials

Series 66

Experience

5 years

Location

Devils Lake, ND 58301

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Dylan Dalziel is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at Cetera and associated firms since 2021. Prior to his financial services career, he held roles in landscaping, construction, and marine services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Devils Lake, ND

300 4th Street NE

Devils Lake ND 58301

Advisors at this office

1

Most active in

North Dakota · Texas

Work history

5 years of industry experience

Cetera

2021 - Present • 5 years

Devils Lake, ND

Cetera Investment Services Llc

2021 - Present • 5 years

St Cloud, MN

Ramsey Investment Services LLC

2021 - Present • 5 years

Devils Lake, ND

Ramsey Investment Services LLC

2021 - 2021 • 1 year

Devils Lake, ND

Monster Lawn Hydroseeding and Landscaping Inc

2019 - 2020 • 1 year

Devils Lake, ND

Nordic Fiberglass

2018 - 2019 • 1 year

Devils Lake, ND

Creel Bay Construction

2018 - 2018 • 1 year

Devils Lake, ND

Unemployed

2018 - 2018 • 1 year

Devils Lake, ND

Woodland Marine

2014 - 2018 • 4 years

Devils Lake, ND

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Layton W

Series 63, Series 66

Devils Lake, ND

Wells Fargo Advisors

Layton White is a financial advisor with Wells Fargo Advisors in Devils Lake, ND, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Bremer Bank and Hallett Financial, among other firms. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services supported by Wells Fargo research and tools, with flexible implementation options through brokerage or advisory programs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar

Alaina S

Series 66

Devils Lake, ND

Thrivent Investment Management

Alaina Schmid is a Series 66-registered financial advisor with Thrivent Investment Management, based in Devils Lake, ND. She has six years of industry experience, including roles at Thrivent Financial and prior work at Lake Region State College. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a wide range of financial topics. The firm combines holistic, goal-based analyses with options for managed-account programs, while maintaining separate planning and portfolio management services.

Business ownership considerations
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Kale S

Series 66

Devils Lake, ND

LPL Financial

Kale Stromme is a financial advisor with LPL Financial based in Devils Lake, ND. He holds a Series 66 designation and has over 15 years of industry experience, including 14 years at Western State Bank prior to joining LPL Financial. Stromme serves on the boards of North Central Housing and the Devils Lake Park Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Thomas R

Series 63, Series 66

Devils Lake, ND

Edward Jones

Thomas Reule is a financial advisor at Edward Jones with over 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, he is involved in farming activities in Devils Lake, ND, where he serves as a part-owner and participates in farm management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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