Kyle DickinsonCRD Number: 6202490
Current Firm: Midwest Professional Planners, Ltd.
Kyle Dickinson (CRD# 6202490) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Proctor, MN and has over 3 years of experience in the finance industry. Kyle 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.
Wells Fargo Clearing Services, LLC
Commonwealth Financial Network
On Investment Management Co
|Midwest Professional Planners, Ltd.||Proctor, MN||Feb 2015 - Current||3|
|Apw Capital, Inc.||Proctor, MN||Oct 2014 - Current||3|
|Crump Life Insurance Services||Proctor, MN||Oct 2014 - Current||3|
|Midwest Professional Planners, Ltd.||Proctor, MN||Mar 2014 - Current||4|
|Mppl Financial||Wausau, WI||Mar 2014 - Current||4|
|Midwest Professional Planners, Ltd.||Proctor, MN||Jun 2013 - Current||4|
|Midwest Professional Planners, Ltd.||Proctor, MN||Aug 2015 - May 2017||1|
|University Of Minnesota-duluth||Duluth, MN||Sep 2010 - May 2014||3|
|Lawn Care Express, Inc.||Duluth, MN||Apr 2013 - Jun 2013||< 1|
|Rdo Company||Park Rapids, MN||May 2012 - Sep 2012||< 1|
|Rdo Company||Park Rapids, MN||May 2008 - May 2012||4|
|Gander Mountain||Duluth, MN||Oct 2010 - Jan 2011||< 1|
|Park Rapids Area Schools||Park Rapids, MN||Sep 1998 - May 2010||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management200MILLIONS
Total Number of Accounts1,821ACCOUNTS
Average Account Value$109,664
- 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
FL, IA, IL, MN, TX, WI
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