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Patrick Hagan Dykstra

Wellington Wealth Strategies, LLC

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About Patrick Hagan Dykstra

Patrick Dykstra is an investment advisor representative with Wellington Wealth Strategies, LLC in INDIANAPOLIS, IN. Patrick has been in the financial industry for over 5 years. Patrick is registered with the state of Indiana as an investment advisor representative. Patrick has the Series 6, Series 63, and Series 65 securities licenses. Patrick is also a registered representative with THE Wellington GRP LLC.

Firm Information

Patrick Dykstra is currently registered with Wellington Wealth Strategies, LLC. Wellington Wealth Strategies, LLC is an independent financial advisory firm based in Indianapolis, Indiana. They offer a variety of financial planning and investment management services to individuals, corporations, and pooled investment vehicles. The firm has approximately $289.6 million in assets under management and serves over 1,199 clients. They specialize in providing financial advice to firefighters and their families.
Wellington Wealth Strategies, LLC

9000 KEYSTONE CROSSING

INDIANAPOLIS, IN 46240

$289.60M

Assets Under Management

258

Total Clients

14

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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financial planning services

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

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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 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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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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Patrick Dykstra’s Registration & Firm History

IN

01/03/2025 - Present

Wellington Wealth Strategies, LLC (INDIANAPOLIS IN)

IN

11/17/2021 - 01/25/2023

CETERA INVESTMENT SERVICES LLC (INDIANAPOLIS IN)

IN

11/22/2017 - 03/29/2021

KEY INVESTMENT SERVICES LLC (LEBANON IN)

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Licenses & Designations

IA

Issued 06/26/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/24/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/22/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Hagan Dykstra.
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