Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kehoe Tonrey is an Investment Advisor Representative at Dakota Wealth, LLC in Stillwater, MN. James has been in the financial industry since 1982. James has passed the Series 6, Series 22 and Series 63 exams. James also has experience as an Investment Advisor Representative at Stillwater Investment Management, LLC. Dakota Wealth, LLC is an independent investment advisory firm that provides financial planning, investment management, and other advisory services to individuals, families, businesses, and institutions.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Outsourced investment advisory services for other advisers; tax preparation/filing
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.
A percentage of the total value of assets under management is charged.
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2
MN
06/01/2023 - Present
Dakota Wealth, LLC (Stillwater MN)
NY
02/20/1987 - 07/03/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
05/07/1984 - 02/10/1987
THE BOSTONIAN GROUP SECURITIES CORPORATION
NA
03/30/1982 - 08/22/1983
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 03/25/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/23/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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