Kristina
Dahl
Independent Wealth Network, Inc
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About this Advisor
Kristina Dahl is a financial advisor based in Glendale, Arizona, working with Independent Wealth Network, Inc. Kristina has previously held positions at Wells Fargo Advisors LLC, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Inc, Family Covid Support, Independent Wealth Network, Inc, Verus Capital Partners, LLC, and Securities America, Inc. Kristina has passed the Series 66 regulatory exam and is registered to provide services in Arizona, New York, and South Dakota. Currently, Kristina is part of Independent Wealth Network, Inc, which operates out of Glendale, Arizona. The firm has 16 offices and 25 employees. The firm manages assets totaling $358.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Independent Wealth Network, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Independent Wealth Network, Inc Brokerage Details
$358,327,384
25
2,499
$143,388
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kristina Dahl Work History
Independent Wealth Network, Inc
Family Covid Support
Verus Capital Partners, LLC
Securities America, Inc
Various Insurance Carriers For W&R Insurance Agencies, Inc
Waddell & Reed, Inc
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Kristina Dahl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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