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Dallas Collins

Advisor at AE Wealth Management, LLC

Updated today

Location

Martinsville, IN 46151

Credentials

Series 63, Series 65

Industry experience

13 years

About

Dallas Collins is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. He is the owner and operator of Collins & Associates, LLC, and a partner and co-founder of Boys and Collins Financial. In addition to his advisory roles, he serves as a notary public in Indiana. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of investment and financial planning services through a model-driven platform that combines internal, third-party, and advisor-managed portfolios.

Client services

Based on AE Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on AE Wealth Management, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on AE Wealth Management, LLC

Self-Employed Founder/Business Owner

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Fee options

Fixed

Fixed fees for financial planning and consulting vary by IAR and client agreement; no fees over $1,200 paid six or more months in advance

Percentage

Negotiable up to 2.5% annually; fees above 2.0% require compliance approval

Commissions

IARs may earn commissions from insurance product sales ranging from 1% to 9% plus bonuses and other incentives

Project-based

Hourly fees for financial planning and consulting vary by IAR and client agreement

Other

Account minimum: $10,000 Fee-only: Financial planning and consulting services offered on hourly and fixed fee basis; hourly fees and fixed fees vary by IAR and client agreement

Location

458 Main St.

Martinsville, IN 46151

Most active in

Indiana

Work history

Collins & Associates, LLC

2025 - Present (1 year)

AE Wealth Management, LLC

2025 - Present (1 year)

Madison Avenue Securities, LLC

2018 - Present (8 years)

Boys and Collins Financial

2018 - 2025 (7 years)

cfd investments, Inc.

2015 - 2018 (3 years)

Disclosures

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

Business activities & affiliations

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Richard D

Series 63, Series 65

Bargersville, IN

Doyle Investment Management

Richard Doyle is a financial advisor at Doyle Investment Management with 24 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Cornerstone Capital Management, Inc. since 2005. Doyle Investment Management provides investment supervisory services and financial planning to individuals, families, corporations, businesses, trusts, and estates. The firm manages client portfolios on a discretionary basis, primarily using Exchange Traded Funds (ETFs), and applies a combination of fundamental, technical, charting, and cyclical analysis to construct diversified portfolios aimed at managing risk.

Options & derivatives strategies Passive / index investing
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Paul T

CFP®, Series 63, Series 66

Martinsville, IN

Silver Oak Securities, Incorporated

Paul Tingley is a CFP® professional with 38 years of industry experience, currently serving at Silver Oak Securities, Incorporated since 2018. He has previously worked with Ssnai, Securities Service Network, and Financial Resource Advisors, where he continues as a manager of a fixed insurance agency. In addition to his advisory role, he manages a personal farm in Martinsville, IN, and consults for Invite Wealth Management on financial planning, investment management, insurance, and business succession planning. Silver Oak Securities, Incorporated provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers tailored portfolio management and unified managed account programs combining internal and third-party strategies, delivering investment advice primarily on a discretionary basis.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Randy J

Series 63, Series 65

Bargersville, IN

Foundations Investment Advisors LLC

Randy Jaramillo is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Reliant Wealth Management, Simplicity Wealth, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he serves as a pastor involved in community outreach and leadership at The Potter’s House Church. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm employs model portfolio allocations and third-party sub-advisers, delivering advice through a large network of affiliated offices and representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John D

Series 66

Monrovia, IN

First Heartland Consultants, Inc.

John Dowell is a financial advisor with First Heartland Consultants, Inc. He holds a Series 66 designation and has 10 years of industry experience. Prior to joining First Heartland Capital Inc. in 2022, he worked at Edward Jones from 2015 to 2022. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Nathan E

CFP®, Series 63, Series 65

Bargersville, IN

Truepoint, Inc.

Nathan Eix is a CFP® professional at Truepoint, Inc. with six years of industry experience. He previously worked at WealthPoint Advisors, LLC, Charles Schwab, and Thr3e Wise Men. Truepoint serves individuals, families, trusts, and institutional clients, offering comprehensive financial planning, portfolio management, tax and estate planning support, and a digital advice platform. The firm employs an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and it provides integrated tax and administrative services through related entities.

General retirement planning Income planning Tax-loss harvesting Private / alternative investments Founder/Business Owner Executive
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Ronald S

Series 65

Bargersville, IN

Foundations Investment Advisors LLC

Ronald Sieber is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has been in the industry since 2023, with prior roles including ownership of CGA Insurance LLC, where he sells health and life insurance products. He has also been involved in various church-related positions and entrepreneurial activities. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, retirement plans, and businesses, utilizing model portfolios and third-party sub-advisers through a broad network of affiliated offices.

Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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