Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Tanhoff is an investment advisor representative with DAI Wealth, LLC. Robert is registered with the state of Minnesota and is licensed to offer securities and investment advisory services in Arizona, Colorado, Florida, Kansas, Minnesota, Missouri, South Dakota, Texas and Wisconsin. Robert has been in the financial services industry since 2016. Robert is a graduate of Minnesota State University, Mankato and holds a Series 7 and Series 66 license as well as the Securities Industry Essentials (SIE) Exam.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
MN
04/29/2022 - Present
DAI Wealth, LLC (MANKATO MN)
MN
03/14/2016 - 05/03/2022
PARK AVENUE SECURITIES LLC (MANKATO MN)
BOTH
Issued 04/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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