Dahl Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dahl Financial Services, Inc. is a state-registered advisory firm managing roughly $33.4 million for about 125 clients, primarily individual investors as well as pension/profit-sharing plans, trusts, estates, and charitable organizations. The firm offers continuous investment supervisory services, financial planning, and retirement plan consulting, including 401(k) reviews and plan sponsor due diligence.
The firm’s investment process draws on both fundamental and technical analysis and implements long- and short-term strategies, including option writing, short sales, margin transactions, and the use of timing services noted in its research sources. Client accounts receive periodic reviews with semi-annual reporting and annual meetings, and the firm may exercise discretionary trading authority under client-approved investment policy statements.
Noteworthy for a firm of this size, Dahl is vertically integrated with an affiliated insurance agency that offers life, health, disability, annuities and related products, and it operates several non-investment businesses that provide financial counseling, personal money-management services, and educational offerings. The brochure also highlights the firm’s publication of periodicals/newsletters and delivery of on-site educational seminars and workshops (including programming aimed at widows and employee education), and it serves mainly non–high-net-worth individuals, a client mix that is less common among peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Negotiated flat fees available for clients with large positions; Specific flat fees for limited services: 401(k) Reviews - $500; IRA spend-down - $250; Life Insurance Needs Analysis - $350; Net-worth Determination - $200; Retirement General Plan (Accumulation and Distribution) - $600; Retirement General Plan (Distribution only) - $300; Structured Settlement - $300; Budget Statement and Graphical Representation - $150/hour (2-5 hours); Education Plan - $100/hour (2-5 hours).
$0 - $5,000,000: No more than 1% $5,000,001+: No more than 0.75%
Account Manager $200/hour; Associate Account Manager $100/hour; Clerical and Administrative $50/hour; Non-investment supervisory services $200/hour; Employee education at Account Manager rate.
Fee-only: Financial Planning services billed hourly or flat project rate; Account Manager $200/hour; Associate Account Manager $100/hour; Clerical and Administrative $50/hour; Non-investment supervisory services $200/hour; Employee education billed at Account Manager rate with minimum three hours.
Main office
Polo IL
Advisors at this office
1
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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