Madison
Strahan

Dakota Wealth, LLC

CRD#6771505
Investment Advisor
in Akron, OH

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About this Advisor

Madison Strahan is a financial advisor based in Akron, Ohio, working with Dakota Wealth, LLC. Madison has previously held positions at Dakota Wealth, LLC, Springside Partners LLC, Parassons Italian Restaurant, and the University Of Akron. Madison has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Madison is part of Dakota Wealth, LLC, which operates out of Akron, Ohio. 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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

275 Springside Dr
Akron, OH 44333

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Dakota Wealth, LLC Brokerage Details

Total Assets Under Management

$5,334,134,989

OH Average: $1,855,561,029
Total Number of Employees

84

OH Average: 62
Total Number of Accounts

9,720

OH Average: 2,474
Average Account Size

$548,779

OH Average: $750,025

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

Madison Strahan Work History

2019 - Present (5 years)

Dakota Wealth, LLC

2018 - 2019 (1 year)

Springside Partners LLC

2017 - 2018 (1 year)

Springside Partners LLC

2015 - 2017 (2 years)

Parassons Italian Restaurant

2014 - 2018 (4 years)

University Of Akron

Disclosures

Please visit the SEC profile of Madison Strahan 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

Timothy Dick
Palm Beach Gardens, FL
Madison Strahan
Akron, OH
Jeffrey Goyette
Palm Beach Gardens, FL
Peter Augustin
Akron, OH
Joshua Crossman
Palm Beach Gardens, FL
Maribeth Rector
Palm Beach Gardens, FL
Nicole' Keane
Palm Beach Gardens, FL
Brett Orvieto
Palm Beach Gardens, FL

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