Robin
Schaa
Dakota Wealth, LLC
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About this Advisor
Robin Schaa is a financial advisor based in Sartell, Minnesota, working with Dakota Wealth, LLC. Robin has previously held positions at Ledge Wealth Management, Inc and Dakota Wealth, LLC. Robin has passed the Series 65 regulatory exam and is registered to provide services in Minnesota. Currently, Robin is part of Dakota Wealth, LLC, which operates out of Sartell, Minnesota. The firm has 21 offices and 84 employees. The firm manages assets totaling $5.3 billion 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, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and other services. The fee structure at Dakota Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dakota Wealth, LLC Brokerage Details
$5,334,134,989
84
9,720
$548,779
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Robin Schaa Work History
Dakota Wealth, LLC
Ledge Wealth Mangement, Inc
Disclosures
Please visit the SEC profile of Robin Schaa 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 Dakota Wealth, LLC
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Akron, OH
Akron, OH
Sartell, MN
Palm Beach Gardens, FL
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