Kaylin M. Dillon
KAYLIN DILLON FINANCIAL PLANNING
Lawrence, KS 66044
Some features on this profile are disabled
CRD#: 6068537
Professional summary
Kaylin Marie Dillon, CFP®, who also goes by Kaylin Marie Carter, is a registered financial advisor currently at KAYLIN DILLON FINANCIAL PLANNING located in Lawrence, Kansas.
Kaylin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kaylin has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I started KDFP to help couples thrive financially regardless of how they define “what’s mine” and “what’s ours”. I help simplify the
financial conversations and decisions that most busy couples either do not have time to take on or find too messy to face alone.
Prior to starting KDFP I began my career in 2012 in various wealth management roles, including portfolio manager and financial advisor
at Morgan Stanley and a founding partner of an independent wealth management firm. After helping launch my previous firm, I couldn’t
shake the idea that I could be doing more to personally make an impact on people’s financial lives.
I created a fee-only practice without a minimum asset requirement because everyone deserves professional financial advice regardless of the size of their investment accounts.
Question & Answer
What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Unmarried Couples
Are you a "fiduciary"?
Yes
Aliases
Kaylin Marie Carter
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.
Kaylin Dillon is a non-managing member of Carter Management LLC; this is a family rental property company. Kaylin Dillon is also a member/passive investor at Adrian Bancshares, Inc.; this is a small regional bank in Adrian, Missouri. Kaylin does not devote time to these activities during trading hours. These are not investment-related. Kaylin Dillon is a managing member of The Prenup Coach LLC; this is an educational media company. Kaylin devotes 10% of trading hour activities to The Prenup Coach LLC. This activity is not investment-related.
CRS (Client Relationship Summary) - RIA
Click below to view Kaylin Marie Dillon'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: 2019
Experience
Current
July 2, 2021 - Present
KAYLIN DILLON FINANCIAL PLANNING
Office #1: 1031 Vermont Street Ste. 141, Lawrence, KS 66044RIA
CRD#: 313944
Lawrence, KS
Past
July 2, 2020 - March 15, 2021
SANCTUARY ADVISORS, LLC
RIA
CRD#: 226606
Lawrence, KS
Past
July 2, 2020 - March 15, 2021
SANCTUARY SECURITIES, INC.
BD
CRD#: 205
Lawrence, KS
Past
April 1, 2014 - July 8, 2020
MORGAN STANLEY
RIA
CRD#: 149777
LAWRENCE, KS
Past
January 14, 2014 - July 8, 2020
MORGAN STANLEY
BD
CRD#: 149777
LAWRENCE, KS
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
California(4/8/2024)
IAR
Kansas(7/2/2021)
IAR
Texas(7/22/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KAYLIN DILLON FINANCIAL PLANNING
KAYLIN DILLON FINANCIAL PLANNING | KAYLIN DILLON FINANCIAL PLANNING LLC
CRD#: 313944 / SEC#:
California
Registered Investment Advisory firm - (4/8/2024 Approved)Kansas
Registered Investment Advisory firm - (7/2/2021 Approved)Texas
Registered Investment Advisory firm - (7/3/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1031 Vermont Street Ste. 141, Lawrence, KS 66044
Mailing Address
Phone number
(785) 838-5500
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 70 |
| AUM (Assets Under Management) | $ 4,101,754 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
