Easton
Dickson

Nfp Retirement Inc

CRD#7075589
Investment Advisor
in South Jordan, UT

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About this Advisor

Easton Dickson is a financial advisor based in South Jordan, Utah, working with Nfp Retirement Inc. Easton has previously held positions at Schmidts Pastry Cottage, The Church Of Jesus Christ Of Latter-Day Saints, Fidelity Investments, Divergent Wealth Advisors, LLC, and Nfp Retirement, Inc. Easton has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Easton is part of Nfp Retirement Inc, which operates out of South Jordan, Utah. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

489 W. South Jordan Parkway Suite 310
South Jordan, UT 84095

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Nfp Retirement Inc Brokerage Details

Total Assets Under Management

$96,454,495,427

UT Average: $7,578,581,321
Total Number of Employees

219

UT Average: 43
Total Number of Accounts

5,514

UT Average: 3,727
Average Account Size

$17,492,654

UT Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Easton Dickson Work History

2023 - Present (1 year)

Nfp Retirement, Inc

2020 - Present (4 years)

Divergent Wealth Advisors, LLC

2019 - 2020 (1 year)

Fidelity Investments

2016 - 2018 (2 years)

The Church Of Jesus Christ Of Latter-Day Saints

2014 - 2019 (5 years)

Schmidts Pastry Cottage

2013 - 2016 (3 years)

Schmidts Pastry Cottage

Disclosures

Please visit the SEC profile of Easton Dickson 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 Nfp Retirement Inc

Jared Marx
Aliso Viejo, CA
Patrick Ilcin
Beachwood, OH
Nicholas Walker
Aliso Viejo, CA
Timothy Archard
Aliso Viejo, CA
Faron Miller
Aliso Viejo, CA
Steven Festler
Aliso Viejo, CA
Sarah Hodian
Aliso Viejo, CA
Geoffrey Keeling
Aliso Viejo, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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