Cambridge Investment Research Advisors
45yrs
Top advisor by experience in White Bear Lake
8yrs
Dane Solberg
Financial advisor at Osaic Wealth
Dane Solberg is a fiduciary financial advisor in White Bear Lake, Minnesota, with 8 years in the industry. After four years at Securities America Advisors and a year at Investacorp Advisory Services, Dane joined Osaic Wealth in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 50 advisors with offices in White Bear Lake, and one of 37 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office2129 2nd Street Suite 2b, White Bear Lake, MN 55110
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2020 – 2024Securities America Advisors, Inc.Previously
- Jan 2020 – Jul 2020Investacorp Advisory Services Inc.Previously
- May 2018 – Oct 2018Blakely Financial ServicesPreviously
Contact Dane
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Dane. 2129 2nd Street Suite 2bWhite Bear Lake, MN 55110Office · Get directions
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Questions to ask Dane
Tailored to Dane’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dane
How do I contact Dane?
Call Osaic Wealth at (800) 821-5100 and ask for Dane Solberg. Dane works from the White Bear Lake, MN office.
How long has Dane been a financial advisor?
Dane has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Dane hold?
Series 66. Tap any license on this page to see what it allows.
Is Dane a fiduciary?
Dane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dane paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dane for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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