Ian D. Boyce
DICKMEYER BOYCE FINANCIAL MANAGEMENT
FORT WAYNE, IN 46804
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CRD#: 4367058
Professional summary
Ian Da Costa Boyce, CFP®, who also goes by Ian Decosta Boyce, is a registered financial advisor currently at DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC located in Fort Wayne, Indiana.
Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Ian has worked at 2 firms .
Core Areas of Focus
Divorce Planning
Estate & Generational Planning Issues
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Biography
Wealth Management is a holistic process of evaluating your complete financial picture and developing a plan that is focused upon your present financial situation and achievement of your financial goals. The process begins with the Personal Financial Overview which guides us in the development and maintenance of your investment plan.
Question & Answer
What are your service offerings?
Retirement Planning
Divorce Planning
Employee and Employer Plan Ben...
Tax Planning
Estate Planning
Retirement Income Management
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Ian Decosta Boyce
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ian Da Costa Boyce'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®
CFP®
Start date: 2003
Experience
Current
March 3, 2004 - Present
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
Office #1: 6506 Constitution Dr., Fort Wayne, IN 46804RIA
CRD#: 124281
FORT WAYNE, IN
Past
December 6, 2002 - March 30, 2004
GALECKI FINANCIAL MANAGEMENT INC
RIA
CRD#: 107218
FORT WAYNE, IN
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".
DB
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC | DICKMEYER-BOYCE FINANCIAL MANAGMENT, INC. | DICKMEYER-BOYCE FINANCIAL MANAGEMENT | DICKMEYER FINANCIAL MANAGEMENT
CRD#: 124281 / SEC#: 801-64585
RIA
Registered Investment Advisory firm - (8/11/2005 Approved)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
Indiana(3/3/2004)
Exams
Current Firm
DB
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC | DICKMEYER-BOYCE FINANCIAL MANAGMENT, INC. | DICKMEYER-BOYCE FINANCIAL MANAGEMENT | DICKMEYER FINANCIAL MANAGEMENT
CRD#: 124281 / SEC#: 801-64585
RIA
Registered Investment Advisory firm - (8/11/2005 Approved)PREMIUM
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Contact information
Main Address
6506 Constitution Drive, Fort Wayne, IN 46804-1550
Mailing Address
Phone number
(260) 436-2051
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,253 |
| AUM (Assets Under Management) | $ 438,508,287 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/01/2024 | ||
| 01/23/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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