ID
ID
Ingrid Dikmen
28 Years of Experience
Old Greenwich, CT
1 DisclosureBroker
Ingrid Dikmen is a registered investment advisor at Wells Fargo Advisors, based in Old Greenwich, CT, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
1700 E Putnam Ave, Ste 200, Old Greenwich, CT, 06870
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2009Denied
Other Business Activities
Ingrid acts as a guardian for her son, an investment-related activity. This requires a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors
May 2021 - Present · 5 yrs
Wells Fargo Advisors Financial Network, LLCBroker
May 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - May 2021 · 17 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - May 2021 · 17 yrs 10 mos
Prudential Securities Incorporated
April 2001 - July 2003 · 2 yrs 3 mos
Prudential Securities IncorporatedBroker
November 2000 - July 2003 · 2 yrs 8 mos
David Lerner Associates, INC.Broker
June 1997 - December 2000 · 3 yrs 6 mos
State Registrations16 states
CACOCTFLGAILMAMDMNNCNJNYPATXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.