Meet our team
Dakota is a Registered Representative of LPL Financial and a licensed insurance agent.
Growing up, my personal situation afforded the opportunity to see the dichotomy of financial success and the reciprocal of financial preparedness. I strive to provide financial peace of mind by delivering tailored advice that grants my clients the freedom to pursue their dreams and passions. It is my goal to cultivate trust that develops concurrently as I learn about my clients’ unique goals over time.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Liberty Federal Credit Union [Liberty FCU] and Liberty Wealth Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Liberty Wealth Services, and may also be employees of Liberty FCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Liberty FCU or Liberty Wealth Services. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident or any other state.