Dale Arrants
Dale Arrants is a registered investment advisor at Skyline Wealth Management, based in Hastings, NE, with 3 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Household accounts may be aggregated for fee calculation. Fees are negotiable.
Fee Estimator
Location
237 N Burlington Ave Ste 216, Hastings, NE, 68901
Get directionsHistory
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
Dale owns Skyline Capital LLC, formed to hold residential rental real estate, and Skyline Financial Services LLC, used for tax planning. Dale is also a registered representative for Skyline Wealth Management, selling insurance and securities, and spends full-time on this activity.
Employment History
Current Registrations
Skyline Wealth Management
Previous Registrations
Principal Securities, INC.
Principal Securities, 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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