Patrick Dykstra (CRD# 6865713) is an Investment Advisor Representative working at Wellington Wealth Strategies, LLC in Indianapolis, IN and has over 6 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wellington Wealth Strategies, LLC | Indianapolis, IN | Aug 2023 - Current | < 1 |
| Trust Wealth Strategies | Indianapolis, IN | Jun 2023 - Current | 1 |
| Cetera Investment Services LLC | Saint Cloud, MN | Nov 2021 - Current | 2 |
| Regions | Indianapolis, IN | May 2021 - Current | 3 |
| Regions | Indianapolis, IN | May 2021 - Feb 2023 | 1 |
| Keybank | Indianapolis, IN | Oct 2018 - Mar 2021 | 2 |
| Key Investment Services, LLC | Indianapolis, IN | Oct 2017 - Mar 2021 | 3 |
| Keybank | Lebanon, IN | May 2017 - Mar 2021 | 3 |
| Keybank | Noblesville, IN | Oct 2017 - Oct 2018 | 1 |
| Keybank | Noblesville, IN | Jul 2017 - Oct 2017 | < 1 |
| Student At Indiana University | Bloomington, IN | Sep 2013 - May 2017 | 3 |
| Indiana University | Bloomington, IN | Aug 2013 - May 2017 | 3 |
| Sears | Bloomington, IN | May 2015 - Aug 2015 | < 1 |
| J.c. Hart Company | Noblesville, IN | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- IN
-
Total Assets Under Management280MILLIONS
-
Total Number of Accounts1,198ACCOUNTS
-
Average Account Value$233,388
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, IL, IN, LA, MI, TX
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