Broker Check
Derek Dahl

Derek Dahl

Financial Advisor | Milwaukee, WI

Derek's Landing Page

Derek Dahl grew up in a small town in Northern, WI. He observed his grandfather, father, and uncle as they built a thriving family business. A business that exists to this day. After experiencing first-hand the hard work, dedication, and relationships his family built, Derek knew he would pursue a business career. He wanted to make his own path in an industry that could make an impact for generations.

Derek started as a Financial Advisor in 1999 focused on building a clientele with a Servant Leadership focus. Derek was then appointed to leadership roles, where he continues to serve his clients and supports growing the team.

Along the way Derek has received numerous advisor, leadership, and industry awards for production, quality business and service to his clients.

Derek has earned his LUTCF, FSS and CLF designations through the American College. He also has a CMFC designation through the College for Financial Planning. Derek is a student of leadership, industry best practices, and current planning strategies.

He met his wonderful wife, Alicia, in college and they were married in 2003. Derek and Alicia have three boys, and they greatly enjoy their children’s activities. He does find time for upland bird hunting in fall with the family German Shorthaired Pointer “Annie” and boating on nice Wisconsin summer days.