Dylan
Kvaale

Fuse Partners, LLC

CRD#5584512
Investment Advisor
in Sioux Falls, SD

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About this Advisor

Dylan Kvaale is a financial advisor based in Sioux Falls, South Dakota, working with Fuse Partners, LLC. Dylan has previously held positions at Princor Financial Services Corporation, Principal Life Insurance Company, Graber & Associates, Wealth Watch Advisors, LLC, Tibbs Basketball, Make Way, LLC Dba Make Way Wealth Management, and Fuse Partners, LLC Dba Make Way Wealth Management. Dylan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Illinois, Iowa, Michigan, Minnesota, Montana, Nebraska, North Dakota, South Dakota, Texas, Virginia, and Wisconsin. Currently, Dylan is part of Fuse Partners, LLC, which operates out of Sioux Falls, South Dakota. The firm has 8 offices and 36 employees. The firm manages assets totaling $903.2 million 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 institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Fuse Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1601 East 69Th Street Suite 201
Sioux Falls, SD 57108

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Fuse Partners, LLC Brokerage Details

Total Assets Under Management

$903,235,112

SD Average: $3,042,739,679
Total Number of Employees

36

SD Average: 49
Total Number of Accounts

1,317

SD Average: 2,315
Average Account Size

$685,828

SD Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Dylan Kvaale Work History

2023 - Present (1 year)

Fuse Partners, LLC Dba Make Way Wealth Management

2019 - Present (5 years)

Make Way, LLC Dba Make Way Wealth Management

2017 - 2019 (2 years)

Wealth Watch Advisors, LLC

2014 - 2017 (3 years)

Graber & Associates

2008 - 2017 (9 years)

Princor Financial Services Corporation

2008 - 2017 (9 years)

Principal Life Insurance Company

2005 - 2015 (10 years)

Tibbs Basketball

Disclosures

Please visit the SEC profile of Dylan Kvaale 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 Fuse Partners, LLC

Thomas Hannon
Minneapolis, MN
Dalton Richards
Belgrade, MT
Zachary Wood
Minneapolis, MN
Austin Vanhove
Sioux Falls, SD
Donald Peterson
Dallas, TX
James Mars
Dallas, TX
Jacinta Thompson
Dallas, TX
Travis Kvaale
Sioux Falls, SD

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.

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