linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dale M Okerlund

LRB Public Finance Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dale? Claim Your Profile

About Dale M Okerlund

Dale Okerlund is a financial professional with over 20 years of experience in the industry. Dale is currently registered with LRB Public Finance Advisors, Inc. in Utah and Oregon. Dale is a Series 7, Series 50, and SIE licensed professional. Dale has previously been registered with Wells Fargo Brokerage Services, L.L.C. and First Security Van Kasper, Inc.

Firm Information

Dale Okerlund is currently registered with LRB Public Finance Advisors, Inc.. LRB Public Finance Advisors, Inc. is a corporation formed in 1995 and is headquartered in Arizona. The firm is registered with the SEC and in 12 states, including California, Colorado, Hawaii, Idaho, Montana, Nevada, Oregon, Utah, Virginia, Washington, and Wyoming. The firm has one regulatory event disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dale Okerlund’s Registration & Firm History

UT

11/13/2009 - Present

LRB Public Finance Advisors, Inc. (SALT LAKE CITY UT)

UT

10/26/2000 - 08/31/2009

WELLS FARGO BROKERAGE SERVICES, L.L.C. (SALT LAKE CITY UT)

CA

07/01/1999 - 12/20/2000

FIRST SECURITY VAN KASPER, INC. (SAN FRANCISCO CA)

UT

07/17/1998 - 07/01/1999

FIRST SECURITY CAPITAL MARKETS, INC. (SALT LAKE CITY UT)

Not sure if Dale M Okerlund is right for you?

Licenses & Designations

BC

Issued 07/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2016

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 06/25/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dale M Okerlund.
Not sure if Dale M Okerlund is right for you?