Joe
Dahm
Asset Allocation Strategies, LLC
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About this Advisor
Joe Dahm is a financial advisor who works out of Farmington, Michigan with a total of 13 years of industry experience. Dahm is an advisor for Asset Allocation Strategies, LLC. The advisor has gained experience at Glp Investment Services, LLC, Glp And Associates and Asset Allocation Strategies, LLC. Dahm holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Asset Allocation Strategies, LLC is a financial advisory firm operating out of Farmington, MI. It has offices in 25 locations and a total of 37 advisors. It controls $451 million in assets under management between its 3,541 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 3,541 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors are based on the services. However, fees charged by Asset Allocation Strategies, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Asset Allocation Strategies, LLC Brokerage Details
$451,292,203
37
3,541
$127,448
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Joe Dahm Work History
Joe has been registered as a financial advisor for 13 years.*
Asset Allocation Strategies, LLC
Glp Investment Services, LLC
Glp And Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joe Dahm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Asset Allocation Strategies, LLC
Frisco, TX
Farmington, MI
Farmington, MI
Farmington, MI
Farmington, MI
Ponte Vedra, FL
South Haven, MI
Farmington, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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