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Eric Robert Dahm

Range Financial Group, LLC

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About Eric Robert Dahm

Eric Dahm is a Registered Investment Advisor (IA) with Range Financial Group, LLC. Eric has been an advisor for over 14 years and has experience in various areas including financial planning and portfolio management. Eric is registered in Arizona, California, Louisiana, Oregon, Texas, and Washington. Eric's specialties include working with charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Eric also holds an insurance agent license.

Firm Information

Eric Dahm is currently registered with Range Financial Group, LLC. Range Financial Group, LLC is an investment advisor headquartered in Tigard, Oregon, with approximately $321,067,599 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. They cater to a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Range Financial Group, LLC

7307 SW BEVELAND ST

TIGARD, OR 97223

$321.07M

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Dahm’s Registration & Firm History

OR

09/08/2020 - Present

Range Financial Group, LLC (TIGARD OR)

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Licenses & Designations

IA

Issued 05/14/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Robert Dahm.
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