Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Mckinnon Wilkinson is an investment advisor representative with Edelman Financial Engines. Dylan is a Series 65 licensed advisor registered with the states of Kansas, Missouri, and Texas. Dylan has been in the financial services industry since 2016, working with various companies, including Guardian Life Insurance and Vivint Solar. Dylan provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations. Dylan's expertise in financial services, coupled with their experience at Edelman Financial Engines, makes them well-equipped to assist clients with a wide range of financial needs.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
KS
02/26/2020 - Present
Edelman Financial Engines (OVERLAND PARK KS)
IA
Issued 03/06/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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