AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
DK

Dixie Kendrick

DIXIE'S TAX & FINANCIAL SERVICES, L.L.C.
DES MOINES, WA 98198
Some features on this profile are disabled
CRD#: 6070127
DK
Dixie KendrickDIXIE'S TAX & FINANCIAL SERVICES, L.L.C.

Professional summary


Dixie Kendrick, who also goes by Dixie Marie Kendrick, is a registered financial advisor currently at DIXIE'S TAX & FINANCIAL SERVICES, L.L.C. located in Des Moines, Washington.

Dixie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Dixie has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance


Always Fiduciary

Aliases


Dixie Marie Kendrick

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 Dixie Kendrick'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®
None

Experience


Current

June 1, 2026 - Present

DIXIE'S TAX & FINANCIAL SERVICES, L.L.C.

Office #1: 22307 Marine View Drive South Suite 101, Des Moines, WA 98198
RIA
CRD#: 339645
DES MOINES, WA
Past

September 5, 2025 - July 1, 2026

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
SCHAUMBURG, IL
Past

September 5, 2025 - July 1, 2026

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
Des Moines, WA
Past

February 13, 2014 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Des Moines, WA
Past

September 24, 2012 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Des Moines, WA

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
Washington
(6/1/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/30/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DT
DIXIE'S TAX & FINANCIAL SERVICES, L.L.C.
DIXIE'S TAX & FINANCIAL SERVICES, L.L.C.

CRD#: 339645 / SEC#:

Washington
Registered Investment Advisory firm - (6/1/2026 Approved)
Loading...

Contact information


Main Address
22307 Marine View Drive South Suite 101, Des Moines, WA 98198
Mailing Address
Phone number
(206) 242-5600
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV
0

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


DIXIE'S TAX & FINANCIAL SERVICES, L.L.C.

CRD#: 339645Des Moines, WA 98198

TRUST BUT VERIFY

Monitor Dixie Kendrick

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Mary Ann Middleton Ferreira
Mary Ann FerreiraAdvisorCheck Check Mark
THE ENSEMBLE TEAM
IAR
SEATTLE, WA
Kyle Vann Mylius
Kyle MyliusAdvisorCheck Check Mark
HUMANIZE WEALTH
IAR
Seattle, WA
Alyssa Marie Jarman
Alyssa JarmanAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
BELLEVUE, WA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.