Top financial advisors in Council Bluffs, IA
We’ve curated a list of the best financial advisors in Council Bluffs, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$353,424,416
Number of advisors
3 advisors
| $353,424,416 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Council Bluffs, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Council Bluffs. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Dickinson Investment Advisors
Dickinson Investment Advisors, established in 1998, is a registered investment advisor specializing in asset management services. The firm offers Tailored Relationship Services, Supervised Portfolios Services, and Investment Supervisory Services. Clients appoint the firm as their investment adviser, with accounts held by qualified custodians. Investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing. The firm uses fundamental analysis to guide investment decisions and aims to allocate funds across various asset classes. Dickinson Advisors charges fees based on a percentage of assets under management, with negotiable rates depending on various factors. The firm does not charge performance-based fees. Clients receive quarterly reports summarizing account performance, balances, and holdings. The firm may pay referral fees to promoters and compensation to employees who secure clients. Dickinson Advisors does not have custody of client funds and securities, which are held by independent custodians like Charles Schwab & Co., Inc. Clients receive account statements directly from custodians. The firm may offer assistance with proxy voting upon client request but generally does not have authority to vote proxies. Dickinson Advisors does not require advance payment of fees exceeding $1200 per client and has not been subject to bankruptcy in the past ten years.
$353,424,416 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Council Bluffs, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Council Bluffs. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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