Charles
Dingman
Insight Folios
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About this Advisor
Charles Dingman is a financial advisor based in Bozeman, Montana. Dingman is an employee of Insight Folios. Throughout their career, they have worked at Charlie Dingman Fine Art, Foothill Securities Inc, Responsibill, Loyal Partners LLC, Charles Dingman, Securities America, Inc, Securities America Advisors, Inc, Retirement Wealth Advisors, Dingman Wealth Strategies and Insight Folios. Dingman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Insight Folios is an advisory business based out of Charlotte, NC. The investment advisory business has offices in 10 locations and a total of 14 advisors. It controls $259 million in total assets across its 1,490 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,490 client accounts, just 10% are associated with high-net-worth clients who have at least $1 million in investable assets. Insight Folios performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees usually are based on which services are provided. Fees charged by Insight Folios may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Insight Folios Brokerage Details
$258,771,507
14
1,490
$173,672
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Charles Dingman Work History
Charles has been registered as a financial advisor for 0 years.*
Insight Folios
Dingman Wealth Strategies
Charlie Dingman Fine Art
Retirement Wealth Advisors
Securities America, Inc
Securities America Advisors, Inc
Charles Dingman
Foothill Securities Inc
Loyal Partners LLC
Responsibill
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Dingman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Insight Folios
Charlotte, NC
Charlotte, NC
Fort Gratiot, MI
Charlotte, NC
Charlotte, NC
Bozeman, MT
Bedford, NH
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
