Stillwater, MN Office
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Dakota Wealth, LLC
Multi-team
Firm-wide stats for Dakota Wealth, LLC
About
Dakota Wealth, LLC advises a broad set of clients—individuals (including high‑net‑worth), trusts, foundations, retirement plans, charitable organizations, business enterprises, and pooled investment vehicles—providing wealth management, standalone financial planning, retirement plan advisory (including 3(21)/3(38) services), and portfolio management. The firm also acts as an investment manager for pooled vehicles and investment companies and serves as a sub‑advisor to a registered ETF.
The firm’s investment process is primarily long‑term and customized, combining fundamental, technical and quantitative analysis to construct diversified portfolios using mutual funds, ETFs, individual equities, fixed income, and select alternative or structured instruments. Dakota Wealth implements discretionary management, may delegate portions of mandates to unaffiliated independent managers, and offers optional strategies and held‑away retirement account management through a third‑party platform.
What is distinctive is the firm’s direct involvement in pooled and private fund structures and investment companies: Dakota Wealth (and affiliates) serve as general partner to the Persimmon Absolute Return private fund complex, manage pooled investment vehicles, and receive sub‑advisory compensation for the Dakota Active Equity ETF. The brochure discloses the resulting potential conflicts of interest (for example, fund management and sub‑advisory compensation and an affiliated tax services entity) and describes due diligence, disclosure, and oversight practices the firm uses to address those conflicts.
Based on Dakota Wealth, LLC
Expertise
Based on Dakota Wealth, LLC
Location
423 So. Main Street, Suite E1
Stillwater MN 55082
Advisors at this office
4
Advisors at this office
Matthew S
CFA®, Series 65, Series 63
Stillwater, MN
Dakota Wealth, LLC
Matthew Steiger is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Dakota Wealth, LLC. He previously worked at Columbia Management Investment Advisers, LLC, and Stillwater Investment Management, LLC. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base, including individuals, trusts, foundations, and business enterprises. The firm combines fundamental, technical, and quantitative analysis to create diversified, long-term investment portfolios and is actively involved in managing pooled and private fund structures as well as serving as a sub-advisor to a registered ETF.
James T
Series 63
Stillwater, MN
Dakota Wealth, LLC
James Tonrey Jr. is a financial advisor at Dakota Wealth, LLC with 12 years of industry experience. He holds the Series 63 designation and previously worked for Stillwater Investment Management, LLC for 19 years before joining Dakota Wealth in 2023. Dakota Wealth, LLC serves a diverse client base, including individuals, trusts, charitable organizations, and pooled investment vehicles, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a long-term, customized investment approach utilizing a blend of fundamental, technical, and quantitative analysis across various asset classes and manages several pooled and private fund structures.
Amy E
Series 65
Stillwater, MN
Dakota Wealth, LLC
Amy Enderlein is a financial advisor at Dakota Wealth, LLC with two years of industry experience. She holds the Series 65 designation and previously worked at Stillwater Investment Management, LLC for 19 years. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base including individuals, trusts, foundations, and business enterprises. The firm employs a long-term, customized investment process integrating fundamental, technical, and quantitative analysis, and is involved in managing pooled investment vehicles and private fund structures.
Eric B
Series 63, Series 65
Stillwater, MN
Dakota Wealth, LLC
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 for Stillwater Investment Management, LLC for 15 years. Dakota Wealth, LLC provides wealth management, financial planning, retirement plan advisory, and portfolio management services to a diverse client base, including individuals, trusts, foundations, and business enterprises. The firm’s investment approach combines fundamental, technical, and quantitative analysis to create diversified, customized portfolios, and it is actively involved in managing pooled and private fund structures as well as serving as a sub-advisor to a registered ETF.
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