Neil R. Dinndorf
ENRICH FINANCIAL PARTNERS LLC
MADISON, WI 53719
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CRD#: 4811032
Professional summary
Neil Robert Dinndorf, CFP® is a registered financial advisor currently at ENRICH FINANCIAL PARTNERS LLC located in Madison, Wisconsin.
Neil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Neil has worked at 3 firms .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Neil Robert Dinndorf'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: 2007
Experience
Current
April 16, 2013 - Present
ENRICH FINANCIAL PARTNERS LLC
Office #1: 6502 Grand Teton Plaza, Suite 201, Madison, WI 53719RIA
CRD#: 111234
MADISON, WI
Past
December 20, 2011 - April 11, 2013
SVA WEALTH MANAGEMENT, LLC
RIA
CRD#: 159216
MADISON, WI
Past
September 5, 2008 - December 20, 2011
SVA WEALTH MANAGEMENT, INC.
RIA
CRD#: 105197
MADISON, WI
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".
EF
ENRICH FINANCIAL PARTNERS LLC
E.M. BECKETT & ASSOCIATES | RMR FINANCIAL ADVISORS | RICH MIKKELSON RICH FINANCIAL ADVISORS LLC | RICH MIKKELSON RICH FINANCIAL ADVISORS | ENRICH FINANCIAL PARTNERS LLC | ELAINE MARIA BECKETT | ELAINE BECKETT RICH
CRD#: 111234 / SEC#: 801-96219
RIA
Registered Investment Advisory firm - (5/5/2015 Approved)Texas
Registered Investment Advisory firm - (5/8/2015 Terminated)Wisconsin
Registered Investment Advisory firm - (5/8/2015 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
Texas(2/6/2025)
IAR
Wisconsin(4/16/2013)
Exams
Current Firm
EF
ENRICH FINANCIAL PARTNERS LLC
E.M. BECKETT & ASSOCIATES | RMR FINANCIAL ADVISORS | RICH MIKKELSON RICH FINANCIAL ADVISORS LLC | RICH MIKKELSON RICH FINANCIAL ADVISORS | ENRICH FINANCIAL PARTNERS LLC | ELAINE MARIA BECKETT | ELAINE BECKETT RICH
CRD#: 111234 / SEC#: 801-96219
RIA
Registered Investment Advisory firm - (5/5/2015 Approved)Texas
Registered Investment Advisory firm - (5/8/2015 Terminated)Wisconsin
Registered Investment Advisory firm - (5/8/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6502 Grand Teton Plaza, Suite 201, Madison, WI 53719
Mailing Address
Phone number
(608) 275-3442
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,534 |
| AUM (Assets Under Management) | $ 478,464,240 |
Red Flags
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Company Information
ENRICH FINANCIAL PARTNERS LLC
CRD#: 111234Madison, WI 53719TRUST BUT VERIFY
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