Verified recordFinancial Services

Derek Dahl

Financial Advisor at Securities America Inc

Based in Pewaukee, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Pewaukee

Industry

Financial Services

Company size

467

Contact information

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Email

1 credit

d•••••••@securitiesamerica.com

Phone

5 credits

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Background

About Derek Dahl

I have worked in the financial service industry since In the beginning I worked exclusively with clients, helping them accomplish their risk based, investment planning and employee benefit goals. Since 2007 I also serve in a leadership and mentorship role within our Midwest Firm. I have found that I can have a great impact by growing leaders in our business in addition to serving clients. We have partnered with Securities America and Futurity First Insurance Group to provide access to all of the products and technology needed to fully serve our clients. We believe in servant leadership and focus on client relationships built upon the highest levels of trust, integrity and service. We help advisors build professional risk based financial planning practices by providing first class training, technology, systems, support, and strategic alliances.

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