Andrew D. Lanphear
DICKMEYER BOYCE FINANCIAL MANAGEMENT,
Fort Wayne, IN 46804-1550
Some features on this profile are disabled
CRD#: 7035472
Professional summary
Andrew D Lanphear, CFP® is a registered financial advisor currently at DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC located in Fort Wayne, Indiana.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Andrew has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Estate Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Retirement Income Management
Do you have an area of expertise or specialization?
Business Owners
Fixed Fee (Subscription, Retai...
Generation X
Medical Professionals
Millennials
Retirement Plan Investment Adv...
What is your minimum asset requirement?
250K
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 Andrew D Lanphear'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: 2020
Experience
Current
October 25, 2018 - Present
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
Office #1: 6506 Constitution Drive, Fort Wayne, IN 46804-1550RIA
CRD#: 124281
Fort Wayne, 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".
DB
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC | DICKMEYER-BOYCE FINANCIAL MANAGMENT, INC. | DICKMEYER-BOYCE FINANCIAL MANAGEMENT | DICKMEYER FINANCIAL MANAGEMENT
CRD#: 124281 / SEC#: 801-64585
RIA
Registered Investment Advisory firm - (8/11/2005 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
Illinois(10/25/2018)
IAR
Indiana(10/25/2018)
IAR
Wisconsin(4/15/2021)
Current Firm
DB
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC | DICKMEYER-BOYCE FINANCIAL MANAGMENT, INC. | DICKMEYER-BOYCE FINANCIAL MANAGEMENT | DICKMEYER FINANCIAL MANAGEMENT
CRD#: 124281 / SEC#: 801-64585
RIA
Registered Investment Advisory firm - (8/11/2005 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
6506 Constitution Drive, Fort Wayne, IN 46804-1550
Mailing Address
Phone number
(260) 436-2051
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,216 |
| AUM (Assets Under Management) | $ 372,594,957 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/01/2024 | ||
| 01/23/2024 | ||
| 10/18/2022 |
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.
