Max DickmeyerCRD Number: 7274821
Current Firm: Dickmeyer Boyce Financial Management, Inc.
Max Dickmeyer (CRD# 7274821) is an Investment Advisor Representative working at Dickmeyer Boyce Financial Management, Inc. in Fort Wayne, IN and has 1 year of experience in the finance industry.
Secure Asset Management, LLC
Raymond James & Associates, Inc.
Lincoln Financial Advisors Corporation
|Dickmeyer Boyce Financial Management, Inc.||Fort Wayne, IN||Jan 2018 - Current||3|
|Dickmeyer Boyce Financial Management, Inc.||Fort Wayne, IN||Jan 2016 - Dec 2017||1|
|Remember U LLC||Fort Wayne, IN||Jul 2015 - Jan 2016||< 1|
|Purdue University||West Lafayette, IN||Sep 2011 - May 2015||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2020|
Total Assets Under Management237MILLIONS
Total Number of Accounts1,050ACCOUNTS
Average Account Value$225,472
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, FL, IL, IN, MI, WI
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