DAHL FINANCIAL SERVICES, INC.

CRD 123077

Visit website

7908 W. JUDSON ROAD, POLO, IL, 61064-9047, United States

Phone

815-255-4520

Fax

844-423-2292

Registration

— (—)

Source

State registered

Total AUM

$33.4M

Discretionary AUM

$33.4M

Team

2 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-16

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsMarket timingEducational seminars

Client types

Type	Clients	AUM
Individuals	125	$33.4M

All web addresses on file

HTTP://WWW.DAHLFINANCIAL.COM

Official SEC filing: View on IAPD