Dakota A Lawrence

Blueskye Investment Advisers, LLC

18 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Blueskye Investment Advisers, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

62 clients

Average Client Portfolio

$700K average

Assets Under Management

$43.4M

Fee Structure

Minimum Investment:$15K

Financial Planning:Investment management only

Minimum Annual Fee:$300

Location

618 E. South St, Suite 500, Orlando, FL, 32801

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

January 2016

Final

Customer Dispute

May 2008

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Dakota is the CEO, Senior Portfolio Manager, and Founding Partner of Blueskye Investment Advisers, dedicating nearly full-time hours to this role, which also includes duties as President of Blueskye Insurance Advisors. Dakota also participates as a manager in Launchpad 40 Capital Advisors and is the Manager and CEO of Solid Session, LLC.

Employment History

Current Registrations

Blueskye Investment Advisers, LLC

June 2012 - Present · 13 yrs 8 mos

Previous Registrations

Great Point Capital LLCBroker

September 2016 - January 2022 · 5 yrs 4 mos

Meyers Associates, L.P.Broker

February 2014 - June 2014 · 4 mos

Sterne Agee Investment Advisors, INC.

October 2010 - March 2012 · 1 yr 5 mos

Sterne Agee Financial Services, INC.Broker

July 2010 - March 2012 · 1 yr 8 mos

Wells Fargo Advisors, LLC

April 2008 - July 2010 · 2 yrs 3 mos

Wells Fargo Advisors, LLCBroker

January 2008 - July 2010 · 2 yrs 6 mos

A. G. Edwards & Sons, INC.Broker

January 2007 - January 2008 · 1 yr

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.