PD
PD

Patrick Hagan Dykstra

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
318 clients
Average Client Portfolio
$458K average
Assets Under Management
$145.6M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

9000 Keystone Crossing, Suite 400, Indianapolis, IN, 46240

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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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Employment History
Current Registrations
Wellington Wealth Strategies, LLC
January 2025 - Present · 1 yr 1 mo
The Wellington Grp LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Wellington Wealth Strategies, LLC
September 2023 - December 2024 · 1 yr 3 mos
Cetera Investment Services LLCBroker
November 2021 - January 2023 · 1 yr 2 mos
Key Investment Services LLCBroker
November 2017 - March 2021 · 3 yrs 4 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.