Kaylin Dillon Financial Planning

Kaylin Dillon Financial Planning (CRD# 313944) is a financial advisory firm headquartered in Lawrence, KS. They manage $2,550,990 in 42 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1031 Vermont Street, Ste. 141, Lawrence, KS 66044
https://www.facebook.com/kaylindillonfinancial
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $60,738
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, KS

Financial Advisors at Kaylin Dillon Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Kaylin Dillon, financial advisor Lawrence KS
Kaylin M. Dillon
CRD#: 6068537
1031 Vermont Street, Ste. 141, Lawrence, KS 66044

Kaylin Dillon (CRD# 6068537) is an Investment Advisor Representative working at Kaylin Dillon Financial Planning in Lawrence, KS and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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