Dickinson Investment Advisors

  • Investment Bank/Securities Brokerage
  • Council Bluffs IA
  • 8 employees
  • Investment Management
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Company Overview

Website
dickinsoninvestments.com
Phone
(712) 256-4856
Employees
8
Founded in
1998
Industry
Investment Bank/Securities Brokerage
NAICS Codes
52 - Finance and Insurance
523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities
5239 - Other Financial Investment Activities
SIC Codes
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services
628 - Services Allied With The Exchange of Securities Or Commodities
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Financials & Stats

Revenue

$1B

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Recent News & Media

Waverly Advisors Acquires NBW Capital, LLC

  • Apr 1, 2025
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Waverly Advisors acquires GGM Wealth Advisers

  • Mar 26, 2025
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Waverly Advisors Acquires GGM Wealth Advisors

  • Mar 25, 2025
  • businesswire.com

CW Advisors, Waverly unveil Northeast acquisitions

  • Mar 25, 2025
  • investmentnews.com

Advisory M&A News – 1/21/25

  • Jan 21, 2025
  • planadviser.com

Corporate Roundup: 401GO Names CGO, PSCA Launches Retirement Income Education Program

  • Jan 17, 2025
  • 401kspecialistmag.com

Dickinson Investment Advisors Industry Tags

Financial Planning
Tax Planning
Investment Management
Retirement Planning
IRA Rollovers
Alternative Investments in Real Estate
Investment Bank/Securities Brokerage
Management Investment
Open-ended
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Dickinson Investment Advisors Tech Stack

JavaScript
HTML
PHP
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1M 6 Waco, TX 2010
1M 4 New York, NY 2014
1M 3 New York, NY 2017
1M 7 New York, NY 2001
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FAQ

What is the location of Dickinson Investment Advisors's headquarters?
The headquarters of Dickinson Investment Advisors are situated at 533 S Main St., Council Bluffs IA
What is Dickinson Investment Advisors's phone number?
Dickinson Investment Advisors's contact number is (712) 256-4856.
What is Dickinson Investment Advisors's official website?
The official website of Dickinson Investment Advisors can be found at dickinsoninvestments.com.
What is Dickinson Investment Advisors's current revenue?
As of March 2015, Dickinson Investment Advisors's annual revenue reached $1B.
How many employees does Dickinson Investment Advisors currently have?
Dickinson Investment Advisors employs approximately 8+ people as of March 2015
Which industries is Dickinson Investment Advisors primarily operating in?
Dickinson Investment Advisors operates in the following industries: Investment Management
What are Dickinson Investment Advisors's industry tags?
Dickinson Investment Advisors's industry tags include: Financial Planning, Tax Planning, Investment Management
When was Dickinson Investment Advisors founded?
Dickinson Investment Advisors was founded in 1998.

Employee Directory

Key Employees

Ron Dickinson

Owner

Phone Email

Tom Sperling

Financial Advisor Representative

Phone Email

Julie Steffen

Operations | Software

Phone Email