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Dakota A Lawrence

Blueskye Investment Advisers, LLC

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About Dakota A Lawrence

Dakota Lawrence is an investment advisor representative with Blueskye Investment Advisers, LLC. Dakota has been a registered investment advisor since 2007, with experience in investment advisory services, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Dakota has also worked for Great Point Capital, LLC, Meyers Associates, L.P., Sterne Agee Financial Services, Inc., Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Dakota's previous employment history demonstrates experience in the financial services industry and a diverse range of roles.

Firm Information

Dakota Lawrence is currently registered with Blueskye Investment Advisers, LLC. Blueskye Investment Advisers, LLC is an investment advisor specializing in family office services, pension consulting, and portfolio management for individuals, businesses, and pension plans. They manage approximately $49.4 million in assets for 94 clients, including 23 high-net-worth individuals and 39 individuals other than high-net-worth.

$49.40M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dakota Lawrence’s Registration & Firm History

FL

04/30/2020 - Present

Blueskye Investment Advisers, LLC (ORLANDO FL)

IL

09/13/2016 - 01/12/2022

GREAT POINT CAPITAL LLC (CHICAGO IL)

NY

02/28/2014 - 06/04/2014

MEYERS ASSOCIATES, L.P. (NEW YORK NY)

FL

07/21/2010 - 03/19/2012

STERNE AGEE FINANCIAL SERVICES, INC. (MELBOURNE FL)

FL

01/01/2008 - 07/22/2010

WELLS FARGO ADVISORS, LLC (MELBOURNE FL)

MO

01/17/2007 - 01/03/2008

A. G. EDWARDS & SONS, INC. (ST. PETERS MO)

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Licenses & Designations

BOTH

Issued 02/15/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Dakota A Lawrence. Review regulatory record here.
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