Kristina Dahl is a registered investment advisor at Sunburst Financial Management LLC, based in Glendale, AZ, with 17 years of industry experience. Kristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $75K | 1.25% |
| $75K - $400K | 1.00% |
| $400K - $700K | 0.90% |
| $700K - $1.0M | 0.80% |
| $1M+ | 0.75% |
Fees may be negotiable at the sole discretion of Sunburst Financial Management.
Fee Estimator
Location
Glendale, AZ
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Sunburst Financial Management LLC
Previous Registrations
Independent Wealth Network, INC.
Verus Capital Partners, LLC
Securities America, INC.Broker
Waddell & Reed
Waddell & ReedBroker
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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
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