Dennis Dachtler has held the title Member at Dachtler Wealth Advisors since February 2025, is a control person of the firm and directly owns between 25% and 50% of it. Dennis Dachtler holds a Bachelor of Science from the University of Oregon.
Dachtler Wealth Advisors, LLC is a Folsom, CA firm with $120M under management, 198 clients and 4 advisers in one office, as of its March 2026 filing.
Dennis Dachtler is Founder of Dachtler Wealth Advisors, LLC. He established the firm and has over 40 years of experience in wealth management and retirement income and distribution planning. He started his financial planning company right out of college.
Dennis Dachtler’s longest registration was 18 years at Ameritas Investment Corp (1999–2017).
- Calton & Associates, Inc.Also current– present · 9 yearsAdviser representative and broker · Firm CRD 20999
- Ameritas Investment Corp– · 18 yearsFolsom, CA · Adviser representative · Firm CRD 14869
Investment adviser representative registrations
Dennis Dachtler is registered as an investment adviser representative in California, since April 2017.
- CaliforniaSince 18 April 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 51 | Municipal Fund Securities Principal Examination | 12 May 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 11 January 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 October 1996 |
| Series 24 | General Securities Principal Examination | 21 December 1995 |
| Series 7 | General Securities Representative Examination | 16 March 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Dennis Darrel Dachtler
- CRD
- 1348432
- Firm
- Dachtler Wealth Advisors · CRD 335863
- Role
- Member
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 1985
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- dachtlerwealth.com
Where does Dennis Dachtler work?
Dennis Dachtler has held the title Member at Dachtler Wealth Advisors, LLC since February 2025, and is a control person of the firm.
Is Dennis Dachtler a financial advisor?
Yes. Dennis Dachtler has a current investment-adviser registration in California.
How many years of experience does Dennis Dachtler have?
Dennis Dachtler has 41 years in the financial industry, since March 1985, across 2 adviser firms.
What exams has Dennis Dachtler passed?
Dennis Dachtler has passed 5 licensing exams: the Series 7, Series 24, Series 63, Series 65 and Series 51. The earliest, the Series 7, was passed in March 1985. FINRA credited Dennis Dachtler with the SIE, which began in October 2018.
Where was Dennis Dachtler previously registered as an investment adviser?
Dennis Dachtler has past investment-adviser registrations through Ameritas Investment Corp, January 1999 to May 2017, across 2 firms.
Is Dennis Dachtler registered with FINRA?
Yes. Dennis Dachtler has a current broker registration, under CRD 1348432.
Source: FINRA BrokerCheck
How can I verify Dennis Dachtler’s record?
Search CRD 1348432 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Dennis Dachtler’s full registration record.
