DC
DC

Dahna Clarke

26 Years of Experience
Westminster, CO
Broker

Dahna Clarke is a registered investment advisor at Cetera Investment Advisers LLC, based in Westminster, CO, with 26 years of industry experience. Dahna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

8471 Turnpike Dr Ste 115, Westminster, CO, 80031

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dahna operates under the DBA FS Advisors Wealth Management and is a part owner of FS Advisors Wealth Management, LLC, both financial services businesses. She also owns rental property and Sophs, LLC for expense management.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
October 2013 - Present · 12 yrs 7 mos
Cetera Wealth Services, LLCBroker
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2021 - June 2023 · 2 yrs 3 mos
Invest Financial CorporationBroker
August 2009 - November 2013 · 4 yrs 3 mos
Citigroup Global Markets INC.Broker
September 2002 - February 2009 · 6 yrs 5 mos
First Union Securities, INC.Broker
February 1999 - March 2002 · 3 yrs 1 mo
State Registrations2 states
CACO
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.
Dahna Clarke - Financial Advisor | TrueAdvisor