MD
Max D. Dickmeyer
DICKMEYER BOYCE FINANCIAL MANAGEMENT,
Fort Wayne, IN 46804-1550
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CRD#: 7274821
MD
Professional summary
Max David Dickmeyer, who also goes by Max D Dickmeyer, is a registered financial advisor currently at DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC located in Fort Wayne, Indiana.
Max is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Max has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Max D Dickmeyer
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.
Remember U LLC; Not investment-related; 14406 White Loon Pass, Roanoke, IN 46783; Computer software / Photo creative; Sole Owner / Agent; 2/11/2016; On average 2 hours per month -- Actually like 10 hours occurring twice per year; The occurrence of hours is irregular and therefore overlap with trading hours is unknown; Schedule photo shoot with photographer and customer -- Intake photos for use with proprietary software -- return display image composite to customer for an electronic display.
CRS (Client Relationship Summary) - RIA
Click below to view Max David Dickmeyer'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®
NoneExperience
Current
August 29, 2020 - 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
Indiana(8/29/2020)
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
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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.
