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Raymond Arthur Dahlman

DSA Financial Group, Inc.

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About Raymond Arthur Dahlman

Raymond Dahlman is a financial advisor currently registered with DSA Financial Group, Inc. in Colorado and Texas. Raymond has been in the financial industry since 2006 and has a strong background in providing financial planning and portfolio management services to both individuals and businesses. Prior to joining DSA Financial Group, Inc. Raymond worked at Cambridge Investment Research, Inc., Investment Professionals, Inc. and Ameriprise Financial Services, Inc.

Firm Information

Raymond Dahlman is currently registered with DSA Financial Group, Inc.. DSA Financial Group, Inc. is an investment advisor with one investment advisor representative, offering financial planning, portfolio management for individuals, and portfolio management for businesses. The firm manages approximately $3,192,547 in regulatory assets under management. DSA Financial Group, Inc. has a wrap fee program and serves 38 clients, including individuals and high-net-worth individuals.

$3.19M

Assets Under Management

1

Total Clients

1

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Raymond Dahlman’s Registration & Firm History

CO

05/05/2015 - Present

DSA Financial Group, Inc. (ENGLEWOOD CO)

TX

08/14/2012 - 06/29/2015

CAMBRIDGE INVESTMENT RESEARCH, INC. (HOUSTON TX)

TX

10/23/2009 - 08/31/2012

INVESTMENT PROFESSIONALS, INC. (LEAGUE CITY TX)

TX

04/14/2006 - 10/28/2009

AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 05/05/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2015

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond Arthur Dahlman.
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