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CFP
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CFP

Arthur Lawrence Dinkin

35 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
116 advisors
Number of Clients
679 clients
Average Client Portfolio
$483K average
Assets Under Management
$327.9M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.50%
$1M+2.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

DV Financial Services, 2763 86th Street, Urbandale, IA, 50322

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Arthur is involved in several business activities, including Davinci Financial LLC, Independent Wealth Network, Inc., and Ryzer, LLC. He also serves as a high school swimming official and holds a power of attorney for his father, and refers clients to Matt Kacer for P&C and health insurance.

Employment History
Current Registrations
Emerson Equity LLCBroker
January 2024 - Present · 2 yrs 1 mo
Independent Wealth Network, INC.
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Investment Advisors CORP
September 2017 - September 2017 · 0 mos
Brokers International Financial Services, LLC.Broker
August 2017 - December 2023 · 6 yrs 4 mos
Investment Advisors CORP
June 2010 - August 2017 · 7 yrs 2 mos
Broker Dealer Financial Services CORP.Broker
June 2010 - August 2017 · 7 yrs 2 mos
Ameritas Investment CORP
May 2006 - June 2010 · 4 yrs 1 mo
Ameritas Investment CORP.Broker
February 2006 - June 2010 · 4 yrs 4 mos
Nylife Securities INC.Broker
November 2000 - February 2006 · 5 yrs 3 mos
Sunset Financial Services, INC.Broker
January 2000 - November 2000 · 10 mos
Mutual of Omaha Investor Services, INC.Broker
October 1990 - January 2000 · 9 yrs 3 mos
State Registrations26 states
AZCACOCTFLIAILINKSLAMIMNMOMSNCNENMNVNYOHOKORPATXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.