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David Robert Bickerton

MDH Investment Management, Inc.

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About David Robert Bickerton

David Robert Bickerton is a registered investment advisor representative with MDH Investment Management, Inc.. David Bickerton has been in the industry since May 2009. David has been registered with INFINEX INVESTMENTS, INC. in the past. David Bickerton is currently licensed in Ohio and Indiana. David Bickerton has passed the Series 7 and Series 66 exams.

Firm Information

David Bickerton is currently registered with MDH Investment Management, Inc.. MDH Investment Management, Inc. is an investment advisor headquartered in Minnesota. They manage approximately $61.49 million in assets for 188 clients. The firm offers portfolio management for individuals and businesses, as well as wrap fee programs. Their clients include high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.

$61.49M

Assets Under Management

Not reported

Total Clients

2

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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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.

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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percentage of assets

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

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David Bickerton’s Registration & Firm History

OH

12/24/2009 - Present

MDH Investment Management, Inc. (EAST LIVERPOOL OH)

OH

02/21/2011 - 02/03/2014

INFINEX INVESTMENTS, INC. (EAST LIVERPOOL OH)

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Licenses & Designations

BOTH

Issued 10/20/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/18/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Robert Bickerton.
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