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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d•••••••@securitiesamerica.com
Phone
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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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