Dawn
Van Dyck

Missionsquare Retirement

CRD#4369074
Investment Advisor
in Punta Gorda, FL

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About this Advisor

Dawn Van Dyck is a financial advisor operating in Punta Gorda, Florida with 2 years of industry experience. Van Dyck is on the advisory team at Missionsquare Retirement. Their career trajectory has included roles at Swbc Retirement Plan Services, Farmer & Betts, Edward Jones, Icma-Rc Services, LLC, Park Avenue Securities LLC and Guardian Investor Services LLC. Van Dyck maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Missionsquare Retirement is an advisory business that has its headquarters in Washington, DC. The company has offices in nine locations and a total of 608 employees. It manages $641 million in assets among its one accounts, placing it among the larger investment advisory firms in the nation by assets under management. The advisory firm performs a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management largely are based on the type of services. However, fees billed by Missionsquare Retirement typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Punta Gorda, FL

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Missionsquare Retirement Brokerage Details

Total Assets Under Management

$641,022,740

FL Average: $4,886,152,200
Total Number of Employees

608

FL Average: 60
Total Number of Accounts

1

FL Average: 205
Average Account Size

$641,022,740

FL Average: $23,834,889

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Dawn Van Dyck Work History

Dawn has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Icma-Rc Services, LLC

2021 - 2021 (< 1 year)

Edward Jones

2018 - 2021 (3 years)

Swbc Retirement Plan Services

2016 - 2018 (2 years)

Farmer & Betts

2004 - 2016 (12 years)

Guardian Investor Services LLC

2003 - 2016 (13 years)

Park Avenue Securities LLC

*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 Dawn Van Dyck 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 Missionsquare Retirement

Homer Stinson
Washington, DC
Danuta Durkiewicz
Elk Grove Village, IL
Margaret Jones
Washington, DC
Peter Ganey
Washington, DC
Stevon Forrester
New Rochelle, NY
Susan Trammel
Washington, DC
Laura Hancock
Washington, DC
Orlando Cruz
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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