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Dylan Aeikens

11 Years of Experience
burnsville, MN
BrokerSells Insurance

Dylan Aeikens is a registered investment advisor at Focus Financial, based in burnsville, MN, with 11 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning, Tax Planning. Their firm serves 14,027 clients with $6.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
14,027 clients
Average Client Portfolio
$446K average
Assets Under Management
$6.3B

Fee Structure

Focus Financial Network offers personalized investment management services where advisors manage your investments based on your individual needs. Fees are typically charged quarterly, in advance, based on the value of your portfolio. The fee percentage is determined by your advisor and depends on factors like the type of service, account size, and complexity. FFN offers flat, linear, and tiered fee schedules. With a flat fee, your entire portfolio is billed at one percentage rate. With a linear fee schedule, the fee percentage decreases at intervals as your account value grows, and the resulting fee percentage is applied to the entire balance. With a tiered fee schedule, the asset values fall within separate tiers, and the corresponding decreasing percentage is applied to each tier.

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Location

350 West Burnsville Parkway, Suite 575, burnsville, MN, 55337

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Dylan is an insurance agent with Focus Financial Network, Inc. and a financial advisor with Focus Financial, spending full-time hours on the latter. Dylan also owns WEP Inc, an S-Corp established for his financial planning practice, dedicating minimal time to it.

Employment History
Current Registrations
Focus Financial
August 2017 - Present · 8 yrs 9 mos
Osaic Wealth, INC.Broker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
H.D. Vest Advisory Services, INC
March 2015 - July 2017 · 2 yrs 4 mos
Hd Vest Investment ServicesBroker
April 2014 - July 2017 · 3 yrs 3 mos
State Registrations20 states
AZCACOFLGAIAILMAMNMOMTNDNENMNYOHSDTXWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.