Donna Dickinson, financial advisor Indianapolis IN

Donna Dickinson

CRD Number: 5250291
Current Firm: Indie Asset Partners, LLC

Donna Dickinson (CRD# 5250291) is an Investment Advisor Representative working at Indie Asset Partners, LLC in Indianapolis, IN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Indie Asset Partners, LLC Indianapolis, IN Jul 2010 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Donna J. Dickinson
Phone Number: 317-428-6600
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    726
    MILLIONS
  • Total Number of Accounts
    776
    ACCOUNTS
  • Average Account Value
    $935,698
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CO, FL, GA, IL, IN, KY, NH, OH, TX

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