DAHL FINANCIAL SERVICES, INC.

DAHL FINANCIAL SERVICES, INC. of POLO, IL is an SEC-registered investment adviser (CRD 123077). Regulatory assets under management: $33.4M.

Registration

• CRD: 123077
• Type: Registered investment adviser
• Location: 7908 W. JUDSON ROAD, POLO, IL, 61064-9047
• Phone: 815-255-4520
• Latest filing: 2026-03-16
• Regulatory AUM: $33.4M
• Discretionary AUM: $33.4M
• Clients: 2
• Accounts: 205

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123077 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search