Dickinson Investment Advisors Email Format
Investment ManagementIowa, United States2-10 Employees
Dickinson Investment Advisors is an SEC-registered investment adviser with its principal place of business in Council Bluffs, Iowa. Founded in 1998, the firm is registered in Nebraska, Arizona, and Texas in addition to Iowa. It provides planning and investment management services that are tailored to individual client circumstances, with an emphasis on prudent retirement stewardship. Clients receive regular portfolio monitoring and communication, including quarterly reviews and ongoing update meetings, helping them avoid daily portfolio oversight. Its target clients are individuals seeking retirement-focused wealth management and financial planning. In January 2025, Waverly Advisors, LLC announced that it had acquired Dickinson Investment Advisors.