David
Dahl

Integrated Wealth Concepts LLC

CRD#7286677
Investment Advisor
in Great Falls, MT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Dahl is a financial advisor based in Great Falls, Montana, working with Integrated Wealth Concepts LLC. David has previously held positions at Ipi Wealth Management, Iowa Weslyn University, Goshen College, Upper Iowa University, Hrcserve, Dedicated Network Inc, and Integrated Wealth Concepts LLC. David is registered to provide services in Illinois and Montana. Currently, David is part of Integrated Wealth Concepts LLC, which operates out of Great Falls, Montana. The firm has 120 offices and 424 employees. The firm manages assets totaling $12.4 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, pension consulting services, and selection of other advisers. The fee structure at Integrated Wealth Concepts LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

410 Central Avenue Suite 414
Great Falls, MT 59401

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Integrated Wealth Concepts LLC Brokerage Details

Total Assets Under Management

$12,394,481,000

MT Average: $16,012,751,954
Total Number of Employees

424

MT Average: 118
Total Number of Accounts

44,485

MT Average: 4,567
Average Account Size

$278,622

MT Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

David Dahl Work History

2024 - Present (1 year)

Integrated Wealth Concepts LLC

2020 - 2024 (4 years)

Ipi Wealth Management

2018 - 2020 (2 years)

Iowa Weslyn University

2016 - 2018 (2 years)

Goshen College

2015 - 2017 (2 years)

Upper Iowa University

2015 - 2015 (< 1 year)

Hrcserve

2014 - 2015 (1 year)

Dedicated Network Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of David Dahl 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 Integrated Wealth Concepts LLC

Mark Paquin
Waltham, MA
Matthew Neville
Rockland, MA
Ramona Santos
Marlton, NJ
William Hackler
Leominster, MA
Eric Daniel
Gig Harbor, WA
Edward Gay
Worcester, MA
David Dahl
Great Falls, MT
Brian Tarro
Naperville, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started