Robert
Tanhoff
Dai Wealth, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Robert Tanhoff is a financial advisor based out of Mankato, Minnesota who has 1 year of relevant experience. Tanhoff is an advisor for Dai Wealth, Inc. Their career trajectory has included roles at Guardian Life Ins, Park Avenue Securities, Herculift, Angie'S Boomchickapop, Dai Securities and Dai Wealth. Tanhoff maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Minnesota and Washington. Dai Wealth, Inc is a registered investment firm operating out of Atlanta, GA. The firm has offices in six locations and a total of 23 people on staff. It oversees $108 million in assets under management between its 796 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm advises 18 charities and foundations. Of its 796 customer accounts, just 11% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Dai Wealth, Inc performs a few services, including portfolio management for individuals and small businesses and selection of other advisers. Financial management fees are based on which services are offered. However, fees billed by Dai Wealth, Inc most likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Dai Wealth, Inc Brokerage Details
$107,952,574
23
796
$135,619
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Robert Tanhoff Work History
Robert has been registered as a financial advisor for 1 years.*
Dai Securities
Dai Wealth
Guardian Life Ins
Park Avenue Securities
Herculift
Angie'S Boomchickapop
*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 Robert Tanhoff 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 Dai Wealth, Inc
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Hingham, MA
Atlanta, GA
Atlanta, GA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
