Seasoned, wealth management 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.
When you're managing significant assets and planning for long-term financial goals, you need an advisor who understands how to balance growth with preservation. Without seasoned experience, advisors might overlook how to adjust strategies during economic shifts common in energy-driven regions like Dickinson.
- Economic cycle insight. Look for advisors who recognize how local energy market fluctuations impact wealth management decisions.
- Comprehensive asset integration. Confirm they consider all your holdings together, not just isolated accounts.
- Tax-aware planning. Ask how they incorporate tax implications into your investment and withdrawal strategies.
- Legacy and succession focus. Ensure they address how your wealth plan supports your family and future generations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jay B
Series 63, Series 66
Dickinson, ND
Edward Jones
Jay Bleth offers seasoned wealth management expertise in Dickinson, ND, with 24 years of experience and specialties including tax-loss harvesting and multi-generational wealth transfer. Affiliated with Edward Jones, a large full-service firm managing over $1 trillion in assets, he provides access to a broad range of advisory programs and serves both individual and institutional clients, differentiating him through extensive resources and local community involvement.
Experience: 24 years
Avg account: $246,728
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Jon H
Series 66
Dickinson, ND
Hendrickson Financial Services, LLC
Jon Hendrickson offers wealth management services in Dickinson, ND, with 26 years of experience and a Series 66 designation, making him well-equipped to navigate the economic cycles of this energy-driven region. His firm provides discretionary asset management using individualized investment policies and combines fundamental and technical analysis, charging 1.50% annually on assets under management and $150 per hour for planning, which may suit clients seeking tailored strategies and moderate fees.
Experience: 26 years
Avg account: $483,468
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James S
Series 63, Series 65
Dickinson, ND
Schwartz Investment Management Co.
James Schwartz offers wealth management services in Dickinson, ND, with 34 years of experience and a focus on passive/index investing. His firm combines investment management with a CPA tax practice, providing integrated tax-aware planning and diversified portfolios. Charging a 1% AUM fee, he serves individual investors and trusts with discretionary, fee-only management and regular reporting, distinguishing him through comprehensive asset integration and local economic insight.
Experience: 34 years
Avg account: $290,929
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Dream O
Series 66
Dickinson, ND
LPL Financial
Dream Obrien's 22 years of experience in Dickinson, ND, and expertise in wealth management and tax-loss harvesting equip them to navigate the economic cycles of this energy-driven region effectively. Affiliated with LPL Financial, a large firm offering diverse investment solutions and flat-fee financial planning, Obrien also serves business owners and retirees, providing a broad perspective compared to advisors focused solely on individual investors.
Experience: 23 years
Avg account: $399,489
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