Seasoned financial advisors in Dickinson, ND
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a seasoned financial advisor in Dickinson, ND when you've experienced significant income changes tied to the local energy-driven economy or are planning for long-term financial stability amid economic shifts. Without deep experience, advisors may overlook how these income fluctuations affect your investment and retirement plans.
- Local economic insight. Look for advisors who understand Dickinson's energy sector cycles and how they impact your financial goals.
- Long-term planning focus. Confirm they build strategies that adapt to periods of rapid growth and potential downturns.
- Experience with income variability. Ask how they manage cash flow and savings when your wages fluctuate.
- Comprehensive risk management. Ensure they consider both market risks and local economic factors in their advice.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Jay B
Series 63, Series 66
Dickinson, ND
Edward Jones
Jay Bleth's 24 years of experience and role on the Dickinson Public Schools Foundation investment committee highlight his deep local insight into Dickinson's economic cycles, crucial for managing income variability in the energy sector. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers comprehensive wealth management with a fee structure up to 1.35% annually, distinguishing him through broad advisory resources and multi-generational wealth expertise.
Experience: 24 years
Avg account: $246,728
-
Blaine S
Series 63, Series 65
Dickinson, ND
OSAIC
Blaine Stockert's 22 years of experience and Series 63 and 65 credentials equip him to navigate Dickinson's energy-driven economy and its income fluctuations. Affiliated with OSAIC, a large SEC-registered firm offering flat-fee structures and technology-driven investment processes, he serves diverse clients including executives and retirees, providing flexible fee options and comprehensive advisory services.
Experience: 23 years
Avg account: $398,336
-
Jon H
Series 66
Dickinson, ND
Hendrickson Financial Services, LLC
Jon Hendrickson offers seasoned financial advice in Dickinson, ND, with 26 years of experience and a focus on retirement income strategy and wealth management, well-suited for navigating the local energy-driven economy's income fluctuations. His firm uses individualized investment policies and combines fundamental and technical analysis, charging 1.50% annually AUM fees and $150 hourly, distinguishing him with a hands-on, independent approach and deep community involvement.
Experience: 26 years
Avg account: $483,468
-
Dream O
Series 66
Dickinson, ND
LPL Financial
Dream Obrien's 22 years of experience and Series 66 designation equip him to navigate Dickinson's energy-driven economy, especially for clients managing income variability and long-term planning. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, Obrien also brings unique insights as a local business owner, distinguishing him from other seasoned advisors in the area.
Experience: 23 years
Avg account: $399,489
-
Paul D
Series 63, Series 65, Series 66
Dickinson, ND
INS Capital Management, LLC
Paul Dickey offers 24 years of experience in Dickinson, ND, with expertise in both passive index investing and active portfolio management, suitable for navigating the local energy-driven economy's income fluctuations. His firm, INS Capital Management, serves individual investors and high-net-worth households with personalized ETF-based strategies and a 0.50% annual fee for managed accounts, blending quantitative analysis and tax considerations.
Experience: 25 years
Avg account: $680,743
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
People also searched
Popular in Dickinson, ND
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")