Dickinson Investment Advisors

Dickinson Investment Advisors (CRD# 115108) is a financial advisory firm headquartered in Council Bluffs, IA. They manage $119,367,812 in 356 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    356
    ACCOUNTS
  • Average Account Value
    $335,303
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA, NE, TX

Financial Advisors at Dickinson Investment Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Ron E. Dickinson
CRD#: 2017390
533 South Main Street, Council Bluffs, IA 51503
96
Wealthminder
score

Ron Dickinson (CRD# 2017390) is an Investment Advisor Representative working at Dickinson Investment Advisors in Council Bluffs, IA and has over 26 years of experience in the finance industry. Ron Dickinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas L. Sperling
CRD#: 5461587
533 South Main Street, Council Bluffs, IA 51503
93
Wealthminder
score

Thomas Sperling (CRD# 5461587) is an Investment Advisor Representative working at Dickinson Investment Advisors in Council Bluffs, IA and has over 8 years of experience in the finance industry.

3
Thomas C. Umphreys
CRD#: 5434370
533 South Main Street, Council Bluffs, IA 51503
93
Wealthminder
score

Thomas Umphreys (CRD# 5434370) is an Investment Advisor Representative working at Dickinson Investment Advisors in Council Bluffs, IA and has over 8 years of experience in the finance industry.

4
David L. Piatkowski
CRD#: 2768027
533 South Main Street, Council Bluffs, IA 51503
73
Wealthminder
score

David Piatkowski (CRD# 2768027) is an Investment Advisor Representative working at Dickinson Investment Advisors in Council Bluffs, IA and has over 15 years of experience in the finance industry.

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