DD
CFP
DD
CFP

Dakota Durbin

12 Years of Experience
Mansfield, OH
Broker

Dakota Durbin is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mansfield, OH, with 12 years of industry experience. Dakota 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
Loading...

Location

2 S Main Street, Mansfield, OH, 44902

Get directions

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.

Learn about disclosures →
Other Business Activities

Dakota works as a private banker at Mechanics Bank, assisting clients with opening traditional banking deposit accounts. This activity is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2022 - Present · 3 yrs 9 mos
Cetera Investment Services LLCBroker
December 2022 - Present · 3 yrs 9 mos
Previous Registrations
Infinex Investments, INC.
August 2016 - December 2022 · 6 yrs 4 mos
Infinex Investments, INC.Broker
January 2016 - December 2022 · 6 yrs 11 mos
Securities America, INC.Broker
November 2013 - February 2016 · 2 yrs 3 mos
Infinex Investments, INC.Broker
April 2013 - December 2013 · 8 mos
State Registrations2 states
FLOH
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.
Dakota Durbin - Financial Advisor | TrueAdvisor