Dennis Dashner
Dennis Dashner is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Dakota Dunes, SD, with 42 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
400 Gold Circle, Suite 220, Dakota Dunes, SD, 57049
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1994Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Painewebber IncorporatedBroker
Integrated Resources Equity CorporationBroker
Investment Planning, INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.