Bravera Bank
David Dahl,
CFP®
Investment Advisor Representative
Great Falls Main
1019 7th St. S
Great Falls, MT 59405
David Dahl, CFP®, is a dedicated Certified Financial Planner™ at Bravera Wealth in Great Falls, Montana, where he helps individuals and families create financial plans that go far beyond managing money—they align every financial decision with what matters most in life.
David takes a comprehensive, personalized approach to financial planning. He integrates all aspects of your financial picture—from retirement and tax strategies to estate planning and risk management—into a cohesive plan that supports your long-term goals and values. “It is rewarding to know I’m making a real difference in their lives and helping them achieve what matters most,” he says.
He completed the Securities Industry Essentials (SIE), Series 7 and 63 licensing.
Designations
Products and services offered through Bravera Wealth are: * Not a deposit * Not FDIC insured * Not insured by any federal government agency * Not financial institution guaranteed and may be subject to investment risk, including loss of principal amount invested.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
• Not FDIC Insured • No Bank Guarantee • May Lose Value.
Check the background of these investment professionals on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER™. and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.