Invested Better
Unclaimed

Unclaimed

Unclaimed

Nils Johan Dillon

Pegasus Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nils? Claim Your Profile

About Nils Johan Dillon

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.

Firm Information

Nils Dillon is currently registered with Pegasus Partners. Pegasus Partners is an investment advisor based in Mequon, WI, with $3,085,009,209 in regulatory assets under management. They offer advisory services including financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Their client base consists primarily of high-net-worth individuals, charitable organizations, corporations or other businesses, and individuals other than high-net-worth. The firm has 9 investment advisor representatives.
Pegasus Partners

1333 W. TOWNE SQUARE ROAD

MEQUON, WI 53092

$3.09B

Assets Under Management

Not reported

Total Clients

9

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nils Dillon’s Registration & Firm History

WI

07/10/2023 - Present

Pegasus Partners (MEQUON WI)

Not sure if Nils Johan Dillon is right for you?

Licenses & Designations

IA

Issued 12/17/2010

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nils Johan Dillon.
Not sure if Nils Johan Dillon is right for you?