Seth Dyk is a registered investment advisor at Cfd Investment Advisory LLC, based in Billings, MT. Seth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable at the sole discretion of CFD Investment Advisory.
Fee Estimator
Location
505 Avenue D, Billings, MT, 59102
Get directionsHistory
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 →Employment History
Current Registrations
Cfd Investment Advisory LLC
State Registrations1 state
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
More Advisors
- Kyle Geffre, CFPInvestment Management Group
- John Vondra, CFPEdward Jones
- Michael Vicars, CFPU.S. Bancorp Advisors, LLC
- James Barnes, ChFCEdward Jones
- Brady Goyn, CFAAllied Investment Advisors LLC
- Gabriel Lapito, CFP, PFSMerit Financial Advisors