Unclaimed
Madison Michelle Strahan is an investment advisor representative at Dakota Wealth, LLC. Madison is registered with the state of Ohio as an Investment Advisor. She has been in the industry since July 2019. Madison also has experience working at Springside Partners LLC and Parassons Italian Restaurant. Madison is a graduate of the University of Akron. Dakota Wealth, LLC is an independent registered investment advisor. Dakota Wealth, LLC provides investment advisory services to individuals, corporations, investment companies, pooled investment vehicles and charitable organizations.
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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OH
02/22/2024 - Present
Dakota Wealth, LLC (Akron OH)
IA
Issued 02/21/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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