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Brian Dixon

Advisor at Wells Fargo Advisors — Marion, OH

Updated today

Credentials

CFP®, Series 66

Experience

16 years

Location

Marion, OH 43302

Wells Fargo Advisors logo

Wells Fargo Advisors

Institution

Total advisors

4,145

Across 1,137 offices

Clients per advisor

110 High

Avg AUM per client

$514,335 High

HNW client ratio

51% Very High

About

Brian Dixon is a CFP® and holds a Series 66 license, with 16 years of experience in the financial industry. He has been with Wells Fargo Advisors since 2010 in various capacities and currently operates out of Marion, OH. Dixon also has a minority ownership in 3D Private Wealth Advisors Inc., where he dedicates limited time monthly. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions supported by proprietary research and planning tools.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

See office

Marion, OH

165 West Center Street, 3rd Fl

Marion OH 43302

Advisors at this office

3

Most active in

Ohio · Texas

Work history

16 years of industry experience

Wells Fargo Advisors

2020 - Present • 6 years

Marion, OH

Wells Fargo Clearing

2016 - 2020 • 4 years

Cincinnati, OH

WELLS FARGO ADVISORS LLC

2010 - 2016 • 6 years

Cincinnati, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Bradley R

Series 65

Marion, OH

H&M Financial Advisors

Bradley Ridge is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. In addition to his advisory role, he is a partner at Holbrook & Manter, a CPA firm, where he works approximately 160 hours per month. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and other institutional clients, focusing on financial planning, trust administration support, and independent manager selection. The firm operates primarily as a co-advisor and referral partner, collaborating with an SEC-registered manager for active portfolio management.

Equity compensation tax strategy Charitable giving & philanthropy Business succession planning Tax-loss harvesting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals Established Professionals
user avatar

Robert B

Series 65

Marion, OH

H&M Financial Advisors

Robert Buckley is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. In addition to his advisory role, he is a partner at Holbrook & Manter, a CPA firm, where he is actively involved. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and institutional clients, focusing on financial planning, trust administration, and independent manager selection. The firm partners with an SEC-registered manager for portfolio management while offering planning, client coordination, and pension consulting services.

Equity compensation tax strategy Charitable giving & philanthropy Business succession planning Tax-loss harvesting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals Established Professionals
user avatar

Earl M

Series 65

Marion, OH

H&M Financial Advisors

Earl Manter is a financial advisor at H&M Financial Advisors with 25 years of industry experience. He holds a Series 65 designation and has been with H&M Financial Advisors since 2000. Manter is also a partner at Holbrook & Manter LLP, a CPA firm, where he works 160 hours per month. H&M Financial Advisors provides co-advisory and fiduciary services to retirement plans, trusts, and other institutional clients. The firm partners with an SEC-registered manager for active portfolio management while offering planning, client coordination, trust administration support, and pension consulting services.

Equity compensation tax strategy Charitable giving & philanthropy Business succession planning Tax-loss harvesting Founder/Business Owner Executive Approaching retirement Mid-Career Professionals Established Professionals
user avatar

Lisa B

Series 63, Series 66

Marion, OH

Sanctuary Advisors, LLC

Lisa Bush is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Merrill and Bank of America. Outside of her advisory work, Bush serves as Vice President of the Women's Business Council and Secretary of the Women's Club Home, both nonprofit organizations focused on community involvement. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent advisors who develop personalized investment strategies and offers a range of portfolio management solutions, operating as a fiduciary under written agreements.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
user avatar

Danielle L

Series 66

Marion, OH

Commonwealth Financial Network

Danielle Landon is a financial advisor at Commonwealth Financial Network with 18 years of industry experience. She holds the Series 66 designation and has worked at Commonwealth since 2016. She also has a long tenure with Scharer Investment Consultants beginning in 2007. Outside of her advisory work, Landon serves as a cheer coach at Eglin Middle School in Marion, Ohio. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 advisors and a broad client base nationwide. The firm offers a wide range of managed-account programs, third-party asset management access, and comprehensive support services including trading, reporting, and custody.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Thomas S

Series 63, Series 65, Series 66

Marion, OH

Commonwealth Financial Network

Thomas Savage Sr. is a financial advisor with Commonwealth Financial Network in Westerville, OH, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He previously worked at Nationwide Investment Services for 21 years and is a co-owner of Whetstone Financial, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services along with operational, trading, technology, investment management, compliance, and practice-management support.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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