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DD

Donna J. Dickinson

INDIE ASSET PARTNERS
CARMEL, IN 46290
Some features on this profile are disabled
CRD#: 5250291
DD

Professional summary

Donna J Dickinson, who also goes by Donna Ellen Johns, is a registered financial advisor currently at INDIE ASSET PARTNERS, LLC located in Carmel, Indiana.

Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Donna has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Donna Ellen Johns

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna J Dickinson'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

April 2, 2014 - Present

INDIE ASSET PARTNERS, LLC

Office #1: 10585 North Meridian Street Suite 210, Carmel, IN 46290
RIA
CRD#: 154503
CARMEL, 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".
IA
INDIE ASSET PARTNERS, LLC
CRITERION CAPITAL MANAGEMENT, LLC | INDIE DIVERSIFIED PARTNERS, LLC | INDIE ASSET PARTNERS, LLC

CRD#: 154503 / SEC#: 801-71728

RIA
Registered Investment Advisory firm - (8/16/2010 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
(4/2/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/2/2014
Uniform Investment Adviser Law Examination

Current Firm

IA
INDIE ASSET PARTNERS, LLC
CRITERION CAPITAL MANAGEMENT, LLC | INDIE DIVERSIFIED PARTNERS, LLC | INDIE ASSET PARTNERS, LLC

CRD#: 154503 / SEC#: 801-71728

RIA
Registered Investment Advisory firm - (8/16/2010 Approved)
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Contact information

Main Address
10 East Main Street Suite 220, Carmel, IN 46032
Mailing Address
Phone number
(317) 428-6600
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INDIE ASSET PARTNERS, LLC BROCHURE (5/28/2025)

Regulatory assets under management

Total Number of Accounts948
AUM (Assets Under Management)$ 722,689,974

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/12/2025
Cover Page
Report

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.

Company Information

INDIE ASSET PARTNERS, LLC

CRD#: 154503Carmel, IN 46290

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