Aaron Dahle is a registered investment advisor at Cetera Investment Advisers LLC, based in West Jordan, UT, with 18 years of industry experience. Aaron 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
Firm Size
IM Fee
Assets Under Management
Location
8545 S Redwood Rd, Suite D, West Jordan, UT, 84088
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron is a partial owner of Dahle Financial Services, a financial services/tax and accounting DBA, and Dahle Tax & Accounting, providing tax and accounting services, both since 2008. He dedicates full-time hours to each of these activities, serving in administrative and accountant roles, respectively.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 states
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