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Madison S

CFP®, Series 65

Akron, OH

Dakota Wealth, LLC

Madison Strahan is a financial advisor at Dakota Wealth, LLC in Akron, OH, holding a Series 65 designation with two years of industry experience. Prior to joining Dakota Wealth in 2019, Madison worked at Springside Partners LLC from 2017 to 2019 and has experience outside finance in the restaurant industry. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and investment companies. The firm offers customized portfolios using diversified allocations across various asset classes and employs a combination of fundamental, technical, and cyclical research methods.

Private / alternative investments Active portfolio management Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Peter A

CFP®, Series 66

Akron, OH

Dakota Wealth, LLC

Peter Augustin is a financial advisor at Dakota Wealth, LLC in Akron, OH, holding the CFP® designation with 11 years of industry experience. His prior roles include positions at Morgan Stanley, Robert W Baird & Co., Inc., and Springside Partners LLC. He has been with Dakota Wealth since 2019, including time at its affiliated entity, Dakorãé Wealth Management, LLC. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, and various institutional clients. The firm builds customized portfolios using diversified allocations across multiple asset classes and employs a research process combining fundamental, technical, and cyclical analysis.

Private / alternative investments Active portfolio management Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Autumn A

Series 65

Akron, OH

Dakota Wealth, LLC

Autumn Azar is a financial advisor at Dakota Wealth, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Dakota Wealth since 2020. Prior to her advisory role, she held positions at United Hardscapes and PNC Bank, and she was involved with Pawesome Costumes for several years. Dakota Wealth Management offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm emphasizes customized portfolios with a long-term orientation, utilizing a variety of investment vehicles and combining multiple research approaches.

Private / alternative investments Active portfolio management Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Patrick H

CFP®, Series 66

Akron, OH

Dakota Wealth, LLC

Patrick Hahn is a CFP® with 14 years of industry experience and is currently with Dakota Wealth, LLC. He has previously worked at Springside Partners LLC, Cetera ADVISORS LLC, and SS&G Wealth Management. Hahn serves on the Board of Trustees and Finance Committee for the Medina County Society for the Protection of Animals, where he analyzes and reports on the organization’s investment portfolio. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, and business enterprises. The firm constructs customized portfolios using diversified allocations including mutual funds, ETFs, equities, fixed income, and other instruments, employing a combination of fundamental, technical, and cyclical research while offering access to affiliated tax preparation services.

Private / alternative investments Active portfolio management Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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