Where are Dickinson Investment Advisors employees located globally?

Dickinson Investment Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Dickinson Investment Advisors's team size changed over time?

Dickinson Investment Advisors's team has remained stable from approximately 4 to 4 employees based on available data.

Dickinson Investment Advisors Employee Directory

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.

Dickinson Investment Advisors Global Highlights

North America
6

United States Of America
6

Dickinson Investment Advisors's Leadership

M. S.
Partner Wealth Advisor
Mobile Phone
Email
C. D.
Principal
Mobile Phone
Email

Dickinson Investment Advisors Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Dickinson Investment Advisors

Name

Title

Contact Info

Location

Last Update

M. S.
Partner Wealth Advisor
Mobile Phone
Email
Oct 21, 2024
C. D.
Principal
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Dickinson Investment Advisors known for?

Dickinson Investment Advisors was founded in 1998 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-712-328-****

. Explore Dickinson Investment Advisors's company overview page for more information.

What is Dickinson Investment Advisors's most common email format?

Dickinson Investment Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Dickinson Investment Advisors email formats with LeadIQ.

How many employees does Dickinson Investment Advisors have currently?

Dickinson Investment Advisors has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Dickinson Investment Advisors's key employees and leadership?

As of July 2026, Dickinson Investment Advisors's key employees include:

Partner Wealth Advisor: M. S.
Principal: C. D.

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Dickinson Investment Advisors Employee Directory

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