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William Dahle

Wealth Management Advisor at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Cetera Financial Specialists</span>
Intro Book
Seasoned finance professional with 39 years of experience in accounting, investments, and wealth management.
  • Claim this Profile
Location
West Jordan, Utah, United States, US
Skills
  • Small Business
  • Finance
  • Investments
  • Retirement Planning
  • Risk Management
  • Show all
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Bio

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William Dahle is a seasoned finance professional with 39 years of experience in accounting, investments, and wealth management. He has worked with various companies, including Cetera Financial Specialists, Dahle's Tax & Accounting, Inc., Avantax Investment Services, and BlueCross BlueShield of Utah. He holds a Bachelor of Science degree from Brigham Young University and is certified as an Enrolled Agent by the United States Department of the Treasury, Internal Revenue Service.

Credentials

  • Enrolled Agent
    United States Department of the Treasury, Internal Revenue Service
    Sep, 1994
    - May, 2026

Experience

  • Cetera Financial Specialists
    • Wealth Management Advisor
  • Cetera Financial Specialists
    • West Jordan, Utah, United States
    • Wealth Management Advisor
      • Oct 2021 - Present
      • West Jordan, Utah, United States

      I changed investment firms to better align the goals of my clients with a firm aligned with my operational practices to act in the Best Interest of my clients.

  • Dahle's Tax & Accounitng, Inc.
    • Owner
      • Feb 1985 - Present

      Full service firm providing payroll, accounting, income tax, and business consulting services to individuals and small businesses.

  • Avantax Investment Services℠
    • Wealth Management Advisor
      • Oct 1994 - Sep 2021

      I began offering my clients financial services through Avantax (formerly HD Vest) in October 1994 to provide them full range of coordinated solutions to their financial goals.

  • Catholic Community Services of Utah
    • Director of Finance
      • Aug 1999 - Mar 2005

      Responsible for all financial reporting and operations for the charitable operations of the Salt Lake Diocese of the Catholic Church in Utah.

  • BlueCross BlueShield of Utah
    • General Accounting Manager
      • Aug 1983 - Aug 1999

      Manager of all general accounting operations, payroll, and 401(k) administration including financial reporting to the Board of Directors and regulatory agencies.

  • Granite School District
    • Business Teacher - Bonneville Jr. High School
      • Nov 1982 - Jun 1983

Education

  • 1984 - 1986
    University of Utah - David Eccles School of Business
  • 1979 - 1982
    Brigham Young University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting and Auditing”

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