Insights

Acquisition Opportunity The recent acquisition of Dickinson Investment Advisors by Waverly Advisors suggests a strategic expansion move that could open avenues for joint offerings, cross-selling investment management services, and expanding their client base within the regional market.

High Revenue Potential With an estimated revenue between 10 million and 25 million dollars, Dickinson Investments presents a lucrative target for premium financial service providers aiming to enter or expand presence in Iowa and neighboring states.

Technology Stack Leverage The company's use of advanced technologies like Google Cloud, Google Tag Manager, and MySQL indicates a reliance on digital tools, providing opportunities to offer tailored fintech solutions, platform integrations, or cybersecurity enhancements to improve operational efficiency.

Luxury Client Focus Given their commitment to personalized, trust-based financial planning and comprehensive portfolio management, there is potential for upselling high-net-worth individual services, estate planning, or wealth management solutions to existing and new clients.

Market Expansion Operating across multiple states including Iowa, Nebraska, Arizona, and Texas, Dickinson Investments demonstrates regional diversification and growth potential, making it an attractive prospect for financial products and advisory services targeting expanding markets.

Dickinson Investment Advisors Tech Stack

Dickinson Investment Advisors uses 8 technology products and services including Facebook Pixel, MySQL, Font Awesome, and more. Explore Dickinson Investment Advisors's tech stack below.

  • Facebook Pixel
    Analytics
  • MySQL
    Database
  • Font Awesome
    Font Scripts
  • Twemoji
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • WP Engine
    Platform As A Service
  • Google Tag Manager
    Tag Management
  • Gravity Forms
    Web Platform Extensions

Dickinson Investment Advisors's Email Address Formats

Dickinson Investment Advisors uses at least 1 format(s):
Dickinson Investment Advisors Email FormatsExamplePercentage
First@dickinsoninvestments.comJohn@dickinsoninvestments.com
50%
First@dickinsoninvestments.comJohn@dickinsoninvestments.com
50%

Frequently Asked Questions

Where is Dickinson Investment Advisors's headquarters located?

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Dickinson Investment Advisors's main headquarters is located at 533 South Main Street Council Bluffs, Iowa 51503 United States. The company has employees across 1 continents, including North America.

What is Dickinson Investment Advisors's phone number?

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You can contact Dickinson Investment Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Dickinson Investment Advisors's official website and social media links?

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Dickinson Investment Advisors's official website is dickinsoninvestments.com and has social profiles on LinkedIn.

What is Dickinson Investment Advisors's SIC code NAICS code?

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Dickinson Investment Advisors's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Dickinson Investment Advisors have currently?

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As of February 2026, Dickinson Investment Advisors has approximately 5 employees across 1 continents, including North America. Key team members include Partner Wealth Advisor: M. S.Manager Of Client & Business Development: T. S.Principal: C. D.. Explore Dickinson Investment Advisors's employee directory with LeadIQ.

What industry does Dickinson Investment Advisors belong to?

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Dickinson Investment Advisors operates in the Investment Management industry.

What technology does Dickinson Investment Advisors use?

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Dickinson Investment Advisors's tech stack includes Facebook PixelMySQLFont AwesomeTwemojiGoogle CloudWP EngineGoogle Tag ManagerGravity Forms.

What is Dickinson Investment Advisors's email format?

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Dickinson Investment Advisors's email format typically follows the pattern of First@dickinsoninvestments.com. Find more Dickinson Investment Advisors email formats with LeadIQ.

When was Dickinson Investment Advisors founded?

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Dickinson Investment Advisors was founded in 1998.

Dickinson Investment Advisors

Investment ManagementIowa, United States2-10 Employees

R.E. Dickinson Investment Advisors is an SEC-registered investment advisor with its principal place of business located in Iowa. We are also registered in the states of Nebraska, Arizona and Texas. The firm began conducting business in 1998.

Our mission is to assist people in turning their retirement dreams into reality through proven, time-tested investment solutions.

Our value proposition:  We provide planning and investment services that are tailored to our clients' unique needs and life circumstances, with a goal of achieving wise financial stewardship of their resources in retirement. 

Through working with us, our clients can experience:

1.  Trust in our wealth advisor as a mature investment planner; knowing he will always be a good steward of their money, will always be looking out for their best interests, and will always be a valued partner with them in their finances.

2.  Wisdom from our wealth advisor in conducting investment research and developing well-designed, individually tailored portfolios.

3.  Results that reflect sound investment in the best of the best funds and prudent management of risk in portfolios.

4.  Regular communication about our portfolio monitoring, including quarterly reviews and ongoing update meetings.

5.  Time savings so they don’t have to monitor their portfolios on a daily basis.

6.  Confidence in their making necessary changes regarding their lifestyle and financial disciplines, resulting in peace of mind.

Section iconCompany Overview

Headquarters
533 South Main Street Council Bluffs, Iowa 51503 United States
Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5239 - Other Financial Investment Activities
Founded
1998
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Dickinson Investment Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Dickinson Investment Advisors's revenue is estimated to be in the range of $10M$25M

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