DG
CFP
DG
CFP

Dallas Anne Goldammer

1 Year of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingInvestment ManagementBusiness OwnersCorporate ExecutivesHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
956 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$500K
Loading...

Location

735 Plaza Blvd., Suite 100, Coppell, TX, 75019

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

Dallas is a membership education advisor for Alpha Delta Pi sorority, dedicating about 10-20% of their time. Dallas also works as a service advisor for CFO4Life Group, LLC and as a registered representative for Ausdal Financial Partners, Inc, dedicating nearly full-time and about a quarter of their time, respectively.

Employment History
Current Registrations
Cfo4life
September 2024 - Present · 1 yr 5 mos
Ausdal Financial Partners, INC.Broker
July 2024 - Present · 1 yr 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.