Zachariah Dahlman
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Gaylord, MN 55334-0000
Credentials
Series 63, Series 66
Industry experience
7 years
About
Zachariah Dahlman is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2017, with prior roles at Frost Brokerage Services, NorthWestern Mutual, and Nd 42 LLC. Outside of advising, he is the owner of ZTD Properties LLC, a real estate business based in Gaylord, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services under a fiduciary standard.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
312 4th St
Gaylord, MN 55334-0000
Most active in
Zachariah D has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas
Work history
Edward Jones
2019 - Present (7 years)
Unemployed
2019 - 2019 (1 year)
Frost Brokerage Services
2018 - 2019 (1 year)
Edward Jones
2017 - 2017 (1 year)
NorthWestern Mutual
2016 - 2016 (1 year)
Nd 42 Llc
2015 - 2018 (3 years)
St Scholastica College
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Timothy D
Series 63, Series 65
Arlington, MN
Primerica Advisors
Timothy Dreier is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His work history includes roles at Norwood Equipment, Stender Inc., PFS Investments Inc., ISD 108, and Primerica Financial Services. Outside of advising, he is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.
Neil W
Series 63
Gaylord, MN
Ameriprise
Neil Winterfeldt is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds a Series 63 designation. Winterfeldt is based in Brownton, MN. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies and uses a centralized consulting team to deliver tailored, research-driven retirement income recommendations.
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