Jonas
Mioen Dahlstrom
49 Financial
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About this Advisor
Jonas Mioen Dahlstrom is a financial advisor who works in Austin, Texas. Mioen Dahlstrom is an employee of 49 Financial. During their career, Mioen Dahlstrom has held roles at Golf Trails Of The Woodlands, California Pizza Kitchen, Bastad Golfklubb, Abercrombie & Fitch, Chick-Fil-A, Keane Group, Thrivent Asset Network Dba. 49 Financial, Purshe Kaplan Sterling Investments, Rogers State University and 49 Financial. Mioen Dahlstrom holds Series 66 and Series 63 licenses, qualifying them as a securities representative, and can operate in Texas. 49 Financial is a registered investment business that has its headquarters in Austin, TX. It manages $231 million in total assets among its 2,262 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 2,262 accounts, just 4% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees largely vary depending on which services the firm provides the client. However, fee types billed by 49 Financial may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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49 Financial Brokerage Details
$230,561,939
55
2,262
$101,928
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jonas Mioen Dahlstrom Work History
Jonas has been registered as a financial advisor for 0 years.*
49 Financial
Purshe Kaplan Sterling Investments
Thrivent Asset Network Dba. 49 Financial
Keane Group
Chick-Fil-A
Bastad Golfklubb
Abercrombie & Fitch
California Pizza Kitchen
Rogers State University
Golf Trails Of The Woodlands
*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 Jonas Mioen Dahlstrom 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 49 Financial
Austin, TX
Rogers, AR
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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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