Dasha Kwakenat
Dasha Kwakenat is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Chaska, MN, with 12 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
Chaska, MN
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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 →Other Business ActivitiesSells Insurance
Dasha is an insurance agent since 2009, selling life and health insurance. She is also a notary since 2014 and the CEO of Wippman & Associates, dealing with non-variable insurance, since December 2024.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
Previous Registrations
Grove Point Advisors, LLC
H. Beck, INC.
State Registrations1 state
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