TrueAdvisor
TrueAdvisor
PH
CFP
PH
CFP

Patrick Hahn

Dakota Wealth, LLC
14 Years of Experience
Akron, OH
View SEC Summary
View SEC Summary

Patrick Hahn is a CFP-designated registered investment advisor at Dakota Wealth, LLC, based in Akron, OH, with 14 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 8 more. Their firm serves 3,764 clients with $6.9B in assets under management.

Dakota Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,764 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$6.9B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range up to 2.00% annually based on complexity, asset levels, and overall relationship. Additional 0.50% applies to the Dynamic Growth strategy, 0.75% for held-away accounts on Pontera, and $135 annually for accommodation accounts on Envestnet Tamarac.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

275 Springside Drive, Suite 250, Akron, OH, 44333

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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

Patrick serves on the Board of Trustees and Finance Committee for the Medina County Society for the Protection of Animals, a charitable organization. He analyzes and reports on the organization's investment portfolio, dedicating minimal time to this activity.

Employment History
Current Registrations
Dakota Wealth, LLC
July 2019 - Present · 7 yrs 3 mos
Previous Registrations
Dakore Wealth Management, LLC
October 2020 - July 2021 · 9 mos
Springside Partners LLC
November 2014 - November 2019 · 5 yrs
Cetera Advisors LLC
April 2012 - October 2018 · 6 yrs 6 mos
Cetera Advisors LLCBroker
April 2012 - October 2018 · 6 yrs 6 mos
UBS Financial Services INC.
December 2011 - March 2012 · 3 mos
UBS Financial Services INC.Broker
October 2011 - March 2012 · 5 mos
State Registrations1 state
OH
Advisor

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.
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