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DICKINSON INVESTMENT ADVISORS

COUNCIL BLUFFS, IA · CRD 115108 · IAPD ↗ · dickinsoninvestments.com · 712-256-4856

$373.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — DICKINSON INVESTMENT ADVISORS (COUNCIL BLUFFS, IA) left the SEC roster (was $373.3M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.