Sartell, MN Office

Robin Schaa is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. Prior to joining Dakota Wealth, Schaa spent 11 years at Ledge Wealth Management, Inc. She serves as board secretary and a member of the fiscal and governance committees for Anna Marie's Alliance, a women's shelter supporting victims of domestic violence. Dakota Wealth Management provides investment advisory and comprehensive wealth management services to individuals, trusts, retirement plans, foundations, and other entities. The firm constructs customized portfolios using diversified allocations across various asset classes and employs a combination of fundamental, technical, and cyclical research methods.

Kurt Durrwachter is a CFP® with 25 years of experience in the financial services industry. He is currently with Dakota Wealth, LLC and has previously worked at Securities Service Network and Ledge Wealth Management, Inc. Dakota Wealth Management provides investment advisory and wealth management services to a wide range of clients, including individuals, trusts, retirement plans, and charitable organizations. The firm constructs customized portfolios using diversified allocations and employs a combination of fundamental, technical, and cyclical research methods.

Marshall Grams is a CFP® with seven years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC since 2024. His prior roles include positions at Ledge Wealth Management, Inc. and TD Ameritrade, Inc. Grams also serves as a helicopter pilot with the Minnesota Army National Guard, a role he has held since 2007, and acts as the treasurer for the St. Cloud Regional Airport Authority. Dakota Wealth, LLC provides wealth management and advisory services to a diverse client base, including individuals, trusts, foundations, and business enterprises. The firm constructs customized long-term portfolios using a range of investment vehicles and maintains an active role in managing private funds and registered ETFs.

Gina Bartell is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Dakota Wealth, LLC. Her prior roles include positions at Purshe Kaplan Sterling Investments, Ledge Wealth Management, Inc., and Securities Service Network. Dakota Wealth Management offers comprehensive wealth management and investment advisory services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm employs a customized, diversified investment approach utilizing various asset classes and combines multiple research methodologies, with additional capabilities such as managing registered mutual funds and acting as sub-adviser to ETFs.

Samuel Ronlund is a financial advisor at Dakota Wealth, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Ledge Wealth Management, Inc. and Securities Service Network, Inc. Outside of his advisory work, he is a 10% owner of Tandem Bagels, a small business in Northfield, MN, though he holds no active role there. 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 a diversified mix of investment vehicles and employs a combination of fundamental, technical, and cyclical research methods, serving both high-net-worth clients and institutional investors.