Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dawn? Claim Your ProfileDawn Camille Dachenhausen is a registered investment advisor representative with Cambridge Investment Research Advisors, Inc. in Cottonwood Heights, Utah. Dawn has been in the securities industry since 2014. Dawn has held previous positions with More...ton Capital Markets, LLC, MetLife Securities Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. She holds the Series 7, Series 63, Series 65 and Series 66 licenses. Dawn specializes in financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and market timing services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
UT
10/29/2020 - Present
Cambridge Investment Research Advisors, Inc. (Cottonwood Heights UT)
UT
11/09/2018 - 12/31/2019
MORETON CAPITAL MARKETS, LLC (SALT LAKE CITY UT)
UT
05/15/2013 - 03/03/2015
METLIFE SECURITIES INC. (SANDY UT)
MN
06/20/1996 - 03/19/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/20/1996 - 03/19/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/07/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Dawn Dachenhausen is the right advisor for you? Invested Better is here to help.
