TrueAdvisor
TrueAdvisor
PW
PW

Paul Eric Wedin

Sloy, Dahl & Holst, LLC
11 Years of Experience
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Areas of Practice
Investment ManagementRetirement Planning
Sloy, Dahl & Holst, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
495 clients
Average Client Portfolio
$3.4M average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Investment management only

Location

1220 Main Street, Suite 400, Vancouver, WA, 98660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Sloy, Dahl & Holst, LLC
June 2014 - Present · 11 yrs 8 mos
Previous Registrations
Smart Investor, LLC
February 2017 - August 2022 · 5 yrs 6 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.