Paul Dickman
Paul Dickman is a registered investment advisor at Cetera Investment Advisers LLC, based in St Paul, MN, with 13 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
85 E 7th Place Ste 275, St Paul, MN, 55101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul sells fixed insurance products, including life, disability, annuities, and long-term care, spending a few hours per week. He is also a Senior Wealth Advisor at Capital Street Financial Services, dedicating full-time hours to financial planning, advisory services, and selling annuities and insurance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations17 states
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