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Detailed Report
JAMES KEHOE TONREY JR
Jim Tonrey
CRD#: 1023061
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Investment Adviser
DAKOTA WEALTH, LLCCRD#: 297987 423 So. Main Street
Suite E1
Stillwater, MN 55082
Registration History
2014201520162017201820192020202120222023202420252026IADAKOTA WEALTH, LLC (CRD# 297987)2023 - Present (1 year)IASTILLWATER INVESTMENT MANAGEME... (CRD# 132237)2014 - 2023 (9 years)
License(s)

State Registrations

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Minnesota 6/1/2023
Current Registration(s)
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DAKOTA WEALTH, LLC (CRD#:297987)
423 So. Main Street Suite E1, Stillwater, MN 55082
Registered with this firm since 6/1/2023
Previous Registration(s)
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 01/22/2014 - 10/09/2023 STILLWATER INVESTMENT MANAGEMENT, LLC (CRD#:132237) STILLWATER, MN
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.