Unclaimed
Nils Dillon is a registered investment advisor representative with Pegasus Partners, an investment advisory firm headquartered in Mequon, WI. Nils has been in the industry since 2010 and has earned the Series 65 license. Pegasus Partners specializes in providing investment advisory services to individuals, businesses, and charitable organizations. The firm manages a diverse range of investment portfolios, including those for high-net-worth individuals, corporations, and pension plans. They offer a variety of services, including financial planning, portfolio management, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
07/10/2023 - Present
Pegasus Partners (MEQUON WI)
IA
Issued 12/17/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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