DFX Intelligence
Advisors
Advisors registered through Dakota Wealth, LLC
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
61 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Samuel John Ronlund | Dakota Wealth, LLC independent RIA | Palm Beach Gardens, Fl | Jan 2, 2024 | 30 y | 6 | 1 |
| Carrie Mae Ruark | Dakota Wealth, LLC independent RIA | Palm Beach Gardens, Fl | Nov 3, 2025 | 17 y | 1 | 1 |
| Robin Ann Schaa Certified Financial Planner | Dakota Wealth, LLC independent RIA | Sartell, Mn | Jan 2, 2024 | 13 y | 1 | 1 |
| M•••••• S•••••• Chartered Financial Analyst | D••••• W•••••• L•• independent RIA | Stillwater, Mn | Apr 7, 2026 | 12 y | 2 | 1 |
| D•••• G••••• S••••••• | D••••• W•••••• L•• independent RIA | Kennebunk, Me | May 19, 2022 | 30 y | 0 | 2 |
| M•••••• M••••••• S•••••• Certified Financial Planner | D••••• W•••••• L•• independent RIA | Akron, Oh | Feb 22, 2024 | 12 y | 0 | 1 |
| B•••• S•••••••• | D••••• W•••••• L•• independent RIA | Palm Beach Gardens, Fl | Jun 30, 2022 | 11 y | 1 | 2 |
| J•••• K•••• T••••• | D••••• W•••••• L•• independent RIA | Stillwater, Mn | Jun 1, 2023 | 44 y | 1 | 1 |
| D•••• L• V••••••••• | D••••• W•••••• L•• independent RIA | Palm Beach Gardens, Fl | May 6, 2026 | 32 y | 6 | 1 |
| R••••• L••••• W••••• Chartered Financial Analyst | D••••• W•••••• L•• independent RIA | Palm Beach Gardens, Fl | Feb 3, 2026 | 10 y | 0 | 1 |
| R••• W••••••• | D••••• W•••••• L•• independent RIA | Palm Beach Gardens, Fl | Oct 9, 2019 | 13 y | 0 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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