DD
Dwight L. Dykstra
ALTERNATIVE INVESTMENT ADVISORS
Maitland, FL 32751
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CRD#: 1028210
DD
Professional summary
Dwight Lee Dykstra is a registered financial advisor currently at ALTERNATIVE INVESTMENT ADVISORS, LLC located in Maitland, Florida.
Dwight is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Dwight has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Mr. Dykstra is a managing director for Storage Units Alternative Income Fund, LLC located in Maitland, FL. Investment Related. Start Date: 12/2020. Mr. Dykstra facilitates investment capital opportunities through the fund. He spends 10 hours working per month; 10 hours working during trading hours. 2) Mr. Dykstra is an investment advisor representative for Alternative Investment Advisors, LLC; an SEC registered investment adviser located at 698 N. Maitland Ave, Suite 101, Maitland, FL 32751. Investment Related. Start Date: 07/2017. Mr. Dykstra is responsible for soliciting clients, providing investment advice, and managing portfolios for clients. He spends 40 hours working per month; 40 hours working during trading hours. 3) First Financial Strategies, LLC D/B/A Florida Financial Strategies, LLC is located at 698 N. Maitland Ave, Suite 104 Maitland, FL 32751. Investment related. Start date: 06/2002. Florida Financial Strategies, LLC sells life insurance, long term care & fixed annuities. Mr. Dykstra is an advisor and is responsible for sales and support of insurance related products. He spends 40 hours working per month; 40 hours working during trading hours. 4) Aegis Wealth Management LLC is located at 698 N. Maitland Ave, Suite 102 Maitland, FL 32751. Investment Related. Start Date: 5/2015. Aegis Wealth Management LLC is a registered investment advisory firm. Mr. Dykstra is investment advisor and managing member. He is responsible for soliciting clients for the firm, provide investment advice, & manage investment portfolios, including the Tuscan Gardens Alternative Income Fund II, LLC (TGAIFII). TGAIFII manages capital funding for assisted living facilities through Tuscan Gardens entities and Alternative Income Fund Management Company, LLC. He spends 60 hours working per month; 60 hours working during trading hours. 5) Dyline Holdings LLC is located at 698 N. Maitland Ave, Suite 200 Maitland, FL 32751. Not Investment Related. Start Date: 01/2016. Mr. Dykstra is the Co-owner of a commercial building located in Maitland, FL. He oversees the building finances and maintenance. He spends approximately 5 hours working per month; 5 hours working during trading hours. 6) Florida Financial Consulting LLC is located at 1323 Stetson Street Orlando, FL 32804. Investment Related. Start Date: 9/2018. Florida Financial Consulting LLC is involved in consulting for Deferred Comp, 401K, Key Man and Executive Bonus Plans. Mr. Dykstra is a managing member. He spends approximately 10 hours working per month; 10 hours working during trading hours. 7) DKD Holdings, LLC, is located in Maitland, Florida. Investment Related. Start date: 12/2019. DKD Holdings provides consulting work. Mr. Dykstra is a managing member. He spends approximately 10 hours working per month; 10 hours working during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Dwight Lee Dykstra's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 16, 2012 - Present
ALTERNATIVE INVESTMENT ADVISORS, LLC
Office #1: 698 North Maitland Avenue Suite 101, Maitland, FL 32751RIA
CRD#: 160108
Maitland, FL
Past
March 16, 2016 - February 26, 2021
AEGIS WEALTH MANAGEMENT, LLC
RIA
CRD#: 199511
MAITLAND, FL
Past
May 10, 2013 - July 3, 2019
VISION BROKERAGE SERVICES, LLC
BD
CRD#: 47927
MAITLAND, FL
Past
December 7, 2006 - August 17, 2011
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
ORLANDO, FL
Past
July 5, 2005 - June 6, 2011
CSENGE ADVISORY GROUP, LLC
RIA
CRD#: 131167
ORLANDO, FL
Past
December 16, 2004 - August 17, 2011
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ORLANDO, FL
Past
July 21, 2004 - May 23, 2005
VICUS CAPITAL, INC.
RIA
CRD#: 116021
ORLANDO, FL
Past
June 28, 2002 - December 17, 2004
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
September 3, 1997 - June 21, 2002
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
ORLANDO, FL
Past
October 1, 1982 - December 10, 1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
February 21, 1982 - June 21, 2002
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ALTERNATIVE INVESTMENT ADVISORS, LLC
ALTERNATIVE INVESTMENT ADVISORS, LLC | SWENSON WEALTH MANAGEMENT | FLORIDA FINANCIAL STRATEGIES | FFS1
CRD#: 160108 / SEC#: 801-117266
RIA
Registered Investment Advisory firm - (8/27/2019 Approved)Florida
Registered Investment Advisory firm - (9/23/2019 Terminated)Iowa
Registered Investment Advisory firm - (9/24/2019 Terminated)Minnesota
Registered Investment Advisory firm - (9/25/2019 Terminated)Nebraska
Registered Investment Advisory firm - (9/23/2019 Terminated)South Dakota
Registered Investment Advisory firm - (9/23/2019 Terminated)Texas
Registered Investment Advisory firm - (9/23/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(4/16/2012)
IAR
Iowa(6/1/2015)
IAR
Minnesota(1/27/2014)
IAR
Nebraska(9/4/2013)
IAR
South Dakota(10/2/2013)
IAR
Texas(6/13/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AI
ALTERNATIVE INVESTMENT ADVISORS, LLC
ALTERNATIVE INVESTMENT ADVISORS, LLC | SWENSON WEALTH MANAGEMENT | FLORIDA FINANCIAL STRATEGIES | FFS1
CRD#: 160108 / SEC#: 801-117266
RIA
Registered Investment Advisory firm - (8/27/2019 Approved)Florida
Registered Investment Advisory firm - (9/23/2019 Terminated)Iowa
Registered Investment Advisory firm - (9/24/2019 Terminated)Minnesota
Registered Investment Advisory firm - (9/25/2019 Terminated)Nebraska
Registered Investment Advisory firm - (9/23/2019 Terminated)South Dakota
Registered Investment Advisory firm - (9/23/2019 Terminated)Texas
Registered Investment Advisory firm - (9/23/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
698 North Maitland Avenue Suite 101, Maitland, FL 32751
Mailing Address
Phone number
(407) 261-4242
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,604 |
| AUM (Assets Under Management) | $ 341,046,660 |
Red Flags
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Company Information
ALTERNATIVE INVESTMENT ADVISORS, LLC
CRD#: 160108Maitland, FL 32751TRUST BUT VERIFY
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