Stillwater, MN Office

Matthew Steiger is a CFA® charterholder with eight years of industry experience. He is currently a financial advisor at Dakota Wealth, LLC and previously worked at Columbia Management Investment Advisers, LLC and Stillwater Investment Management, LLC. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises with customized wealth management and investment services. The firm focuses on primarily long-term portfolios built with mutual funds, ETFs, individual securities, and alternative investments, and is notable for its active management of private funds and its role as a sub-adviser to a registered ETF.

James Tonrey is a financial advisor at Dakota Wealth, LLC with 12 years of industry experience. He holds a Series 63 designation and previously worked at Stillwater Investment Management, LLC for 19 years before joining Dakota Wealth in 2023. 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 and employs a research process combining fundamental, technical, cyclical, and charting analysis, serving a broad range of clients including registered investment companies.

Amy Enderlein is a Series 65-registered advisor with Dakota Wealth, LLC, based in Stillwater, MN. She has one year of industry experience and previously worked at Stillwater Investment Management, LLC for 19 years. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, and registered investment companies. The firm employs a diversified investment approach with customized portfolios and also serves as an investment manager to a registered mutual fund and sub-adviser to an ETF.

Eric Bratvold is a financial advisor at Dakota Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stillwater Investment Management, LLC for 15 years. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm employs a diversified, customized portfolio approach with a combination of fundamental, technical, cyclical, and charting analysis, and manages a range of investment products including mutual funds, ETFs, private funds, and registered investment companies.