Bryan K.

WORK HISTORY

EDUCATION

ABOUT BRYAN K.

At Dakota Wealth Management, we are setting a new standard for the financial services industry with our thoughtfully designed investment portfolios and personalized wealth management services. As Chief Strategic Officer, I focus on Dakota’s merger & acquisition efforts, creating strategic opportunities with our industry partners, Dakota\'s investment policy and portfolio management, custodian and trading platforms, and ensuring a superior client experience.“Dakota” means friend and ally. We believe that an open, inspiring work environment that embraces intellectual creativity enriches both employees and clients alike. Dakota is growing through acquisitions. As new wealth management firms and advisors join us, we work to achieve smooth integration into our elegantly designed infrastructure and culture. Our commitment to operational excellence translates into multi-generational wealth and success for our clients and partners. Learn more at Wealth, LLC (“Dakota”) is a registered investment advisor. Dakota provides investment advisory and related services for clients nationally. Dakota will maintain all applicable registration and licenses as required by the various states in which it conducts business.