Dillon K. Kanhalikham

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CRD#: 7203905

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Dillon Keo Kanhalikham, who also goes by Dillon Keo Kanhalikham, was a registered financial professional .

Dillon is a previously registered financial professional and started their career in finance in 2020. Dillon had worked at 4 firms and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Dillon Keo Kanhalikham

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 name of the other business: Frazier Wealth Strategies whether the business is investment-related : Yes the address of the other business; o 5151 Headquarters Drive, Suite 245 Plano, TX 75024 the nature of the other business: Insurance/Annuities/Advisory your position: Insurance Agent title, or relationship with the other business: Insurance Agent the start date of your relationship: 07/29/2024 the approximate number of hours/month you devote to the other business; 160 hours the number of hours you devote to the other business during securities trading hours; 160 hours and briefly describe your duties relating to the other business; Providing recommendations regarding income, investments, tax planning, and long-term care

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 16, 2024 - August 25, 2025

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

Plano, TX

Past

January 23, 2024 - July 25, 2024

FLUENT FINANCIAL, LLC

RIA

CRD#: 170041

DALLAS, TX

Past

January 27, 2023 - September 7, 2023

CX INSTITUTIONAL, LLC

RIA

CRD#: 292627

Plano, TX

Past

January 6, 2020 - January 19, 2023

FISHER INVESTMENTS

RIA

CRD#: 107342

PLANO, TX

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".

COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549 / SEC#: 801-72171

RIA

Registered Investment Advisory firm - (2/28/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/6/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 2/23/2024

Securities Industry Essentials Examination

Current Firm

COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549 / SEC#: 801-72171

RIA

Registered Investment Advisory firm - (2/28/2011 Approved)

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Contact information

Main Address

9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019

Mailing Address

Phone number

(817) 888-8020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FUSION FORM ADV PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	9,334
AUM (Assets Under Management)	$ 1,077,958,560

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.

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Dillon K. Kanhalikham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

COPPELL ADVISORY SOLUTIONS LLC

FLUENT FINANCIAL, LLC

CX INSTITUTIONAL, LLC

FISHER INVESTMENTS

Primary Firm SEC Registration

COPPELL ADVISORY SOLUTIONS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/6/2020

SIE

Date: 2/23/2024

Current Firm

COPPELL ADVISORY SOLUTIONS LLC

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COPPELL ADVISORY SOLUTIONS LLC

TRUST BUT VERIFY

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