Patrick
Hahn
Dakota Wealth, LLC
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About this Advisor
Patrick Hahn is a certified financial planner operating in Akron, Ohio, who has 4 years of relevant experience. Hahn is on the advisory team at Dakota Wealth, LLC. Over the course of their career, they have held roles at Ss&G Wealth Management, Cetera Advisors LLC, Springside Partners LLC, Dakota Wealth, LLC and DakorГѓВ© Wealth Management, LLC. Hahn has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio. Dakota Wealth, LLC is an advisory business operating out of Palm Beach Gardens, FL. The company has offices in 15 locations and a total of 57 employees. It administers $3 billion in total assets among its 4,748 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves nine charitable organizations. Of its 4,748 customer accounts, 28% are held by high-net-worth individuals who have more than $1 million in investable assets. The company performs a wide assortment of services, such as 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. Financial management fee schedules are based on the services provided. Fees charged by Dakota Wealth, LLC likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dakota Wealth, LLC Brokerage Details
$2,548,153,882
57
4,748
$536,679
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
Patrick Hahn Work History
Patrick has been registered as a financial advisor for 4 years.*
Dakota Wealth, LLC
Dakoré Wealth Management, LLC
Springside Partners LLC
Cetera Advisors LLC
Ss&G Wealth Management
*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 Patrick Hahn 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
Richmond, VA
Palm Beach Gardens, FL
Palm Beach Gardens, FL
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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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.
