Kaylynn H. Dalebout

WEALTH MANAGEMENT

Mansfield, TX

Some features on this profile are disabled

CRD#: 4389379

Professional summary

Kaylynn H Dalebout, who also goes by Kaylynn Hair Dalebout, Kaylynn Hair, H Kaylynn, is a registered financial advisor currently at WEALTH MANAGEMENT located in Mansfield, Texas.

Kaylynn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kaylynn has worked at 2 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kaylynn Hair Dalebout | Kaylynn Hair | H Kaylynn

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.

Clockwork Accounting & Tax Services - not investment related - 2 N Main St, Ste 201, Sheridan WY 82801 - Accounting and Tax work - owner - 160 hrs monthly, 4 hours day during security trading hours - basic accounting/tax preparation and financial planning Quiet Jungle Escape, LLC - not investment related - 1705 N Heights Circle Sheridan, WY 82801 - Managing Member - 1 hrs monthly, 1 hours monthly during security trading hours - manage Air B&B Iron Clad Excavation - not investment related - 1705 N Heights Circle Sheridan, WY 82801 - Managing Member - 1 hrs monthly, 1 hours monthly during security trading hours - owner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaylynn H Dalebout's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 7, 2019 - Present

WEALTH MANAGEMENT

RIA

CRD#: 137080

Mansfield, TX

Past

August 8, 2001 - December 31, 2002

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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".

WEALTH MANAGEMENT

WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT

CRD#: 137080 / SEC#: 801-65977

RIA

Registered Investment Advisory firm - (2/17/2006 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

Idaho
(1/7/2019)

IAR

Texas
(10/1/2025)

IAR

Wyoming
(1/17/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/27/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/7/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEALTH MANAGEMENT

WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT

CRD#: 137080 / SEC#: 801-65977

RIA

Registered Investment Advisory firm - (2/17/2006 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

125 South 4th Street, Norfolk, NE 68701

Mailing Address

Po Box 1264, Norfolk, NE 68702-1264

Phone number

(402) 371-1160

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTH MANAGEMENT ADV PART 2A (4/29/2025)

Regulatory assets under management

Total Number of Accounts	3,617
AUM (Assets Under Management)	$ 3,100,744,962

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kaylynn H. Dalebout

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaylynn H Dalebout's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH MANAGEMENT

PFS INVESTMENTS INC.

Primary Firm SEC Registration

WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 7/27/2001

Series 6

Date: 8/7/2001

Current Firm

WEALTH MANAGEMENT

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors