Financial Advisor | Owner
Current
Dahl Financial Partners
Mar 2021 - Present
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Derek Dahl Email & Phone Number
Financial Advisor - affiliated with Osaic Wealth, Inc. & Futurity First MidWest Advisors to best serve our clientele. Focused on 401k, Investment, and Retirement Income planning.
at
Osaic
1 work email found
@mutualofomaha.com
5 phones found area 608, 307, and 708
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor - affiliated with Osaic Wealth, Inc. & Futurity First MidWest Advisors to best serve our clientele. Focused on 401k, Investment, and Retirement Income planning.
Location
Pewaukee, Wisconsin, United States
Who is Derek Dahl? Overview
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Quick answer
Derek Dahl is listed as Financial Advisor - affiliated with Osaic Wealth, Inc. & Futurity First MidWest Advisors to best serve our clientele. Focused on 401k, Investment, and Retirement Income planning. at Osaic, based in Pewaukee, Wisconsin, United States. AeroLeads shows a work email signal at mutualofomaha.com, phone signal with area code 608, 307, 708, and a matched LinkedIn profile for Derek Dahl.
Derek Dahl previously worked as Financial Advisor | Owner at Dahl Financial Partners and Financial Advisor at Osaic. Derek Dahl holds Cmfc Designation, Investments from College For Financial Planning.
Company email context
Email format at Osaic
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{first}.{last}@mutualofomaha.com
86% confidence
AeroLeads found 1 current-domain work email signal for Derek Dahl. Compare company email patterns before reaching out.
Profile bio
About Derek Dahl
I have worked in the financial service industry since 1999. In the beginning I worked exclusively with clients, helping them accomplish their risk based, investment planning and employee benefit goals.Since 2007 I also serve in a leadership and mentorship role within our Midwest Firm. I have found that I can have a great impact by growing leaders in our business in addition to serving clients.We have partnered with Securities America and Futurity First Insurance Group to provide access to all of the products and technology needed to fully serve our clients. We believe in servant leadership and focus on client relationships built upon the highest levels of trust, integrity and service. We help advisors build professional risk based financial planning practices by providing first class training, technology, systems, support, and strategic alliances.
Listed skills include Retirement, Relationship Building, Leadership, Life Insurance, and 1 others.
Current workplace
Derek Dahl's current company
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5 roles
Derek Dahl work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentSecurities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Dahl Financial Partners and Osaic Wealth are separate entities.
Mar 2021 - Present
Leadership Team Member
CurrentIndependent Insurance organization with access to 85 +/- carrier partners, including limited distribution offerings.
Mar 2021 - Present
Sales Management
May 2007 - Mar 2021
Financial Advisor
Jun 1999 - Mar 2021
5 education records
Derek Dahl education
Cmfc Designation, Investments
Clf Designation, Chartered Leadership Fellow
Lutcf Designation, Insurance / Financial Planning
Fss Designation, Insurance / Financial Planning
Marketing
FAQ
Frequently asked questions about Derek Dahl
Quick answers generated from the profile data available on this page.
What company does Derek Dahl work for?
Derek Dahl works for Osaic.
What is Derek Dahl's role at Osaic?
Derek Dahl is listed as Financial Advisor - affiliated with Osaic Wealth, Inc. & Futurity First MidWest Advisors to best serve our clientele. Focused on 401k, Investment, and Retirement Income planning. at Osaic.
What is Derek Dahl's email address?
AeroLeads has found 1 work email signal at @mutualofomaha.com for Derek Dahl at Osaic.
What is Derek Dahl's phone number?
AeroLeads has found 5 phone signal(s) with area code 608, 307, 708 for Derek Dahl at Osaic.
Where is Derek Dahl based?
Derek Dahl is based in Pewaukee, Wisconsin, United States while working with Osaic.
What companies has Derek Dahl worked for?
Derek Dahl has worked for Dahl Financial Partners, Osaic, Futurity First Midwest Advisors, and Mutual Of Omaha.
How can I contact Derek Dahl?
You can use AeroLeads to view verified contact signals for Derek Dahl at Osaic, including work email, phone, and LinkedIn data when available.
What schools did Derek Dahl attend?
Derek Dahl holds Cmfc Designation, Investments from College For Financial Planning.
What skills is Derek Dahl known for?
Derek Dahl is listed with skills including Retirement, Relationship Building, Leadership, Life Insurance, and Team Building.
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