About Dakota

Through an inspired culture, uniquely crafted investment portfolios, innovative strategies and exceptional client service, our extraordinary team delivers a transformational wealth management experience dedicated to creating multi-generational wealth and success for our clients and partners.

Locations

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Headquarter
  • Location

    2615 St. John’s Ave. Suite A Billings Montana United States 59102

  • Location

    (406) 656-9212

Focus Area

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Dakota's Technical Expertise

Accounting 50%
Financial Planning 50%

Focus Client

  • Small Business (<$100000) 80%
  • Medium Business ($100001 - $500000) 20%

Dakota's Industry Expertise

  • Business Services 50%
  • Real Estate 50%

Portfolios

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Reviews

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