DA
DA

Denise Alemayehu

39 Years of Experience
Edina, MN
1 DisclosureBrokerSells Insurance

Denise Alemayehu is a registered investment advisor at Da Financial Advisors, INC., based in Edina, MN, with 39 years of industry experience. Denise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

  • Financial Planning Services: Flat fee ranging from $750 to $1500, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives. After the second anniversary, an annual fee of $200 is billed to the client.
Annual Retainer:$200/year
One-Time Plan:$750 - $1,500
Hourly Rate:$100 - $300/hr
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Location

3300 Edinborough Way, Suite 490, Edina, MN, 55435

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History

Regulatory History (1)
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Employment Separation After Allegations
May 2000
Other Business ActivitiesSells Insurance

Denise is an advisory representative of a registered investment advisor (RIA) and an independent insurance agent for various independent insurance companies. Being an independent insurance agent takes about half of Denise's time.

Employment History
Current Registrations
Da Financial Advisors, INC.
April 2018 - Present · 8 yrs 1 mo
Cambridge Investment Research Advisors, INC.
January 2010 - Present · 16 yrs 4 mos
Cambridge Investment Research, INC.Broker
June 2000 - Present · 25 yrs 11 mos
Cambridge Investment Research, INC.
June 2000 - Present · 25 yrs 11 mos
Previous Registrations
Linsco/private Ledger CORP.Broker
July 1993 - June 2000 · 6 yrs 11 mos
American Express Financial Advisors INC.Broker
December 1986 - June 1993 · 6 yrs 6 mos
State Registrations12 states
AZCACOFLIAMNNCNDSCSDTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.