Dylan T. Thorson

RETIREMENT CAPITAL ADVISORS

Sun Prarie, WI

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CRD#: 7281728

Professional summary

Dylan Thomas Thorson, who also goes by Dylan Thorson, is a registered financial advisor currently at RETIREMENT CAPITAL ADVISORS located in Sun Prarie, Wisconsin.

Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Dylan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Dylan Thorson

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 Dylan Thomas Thorson'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

July 17, 2026 - Present

RETIREMENT CAPITAL ADVISORS

RIA

CRD#: 324060

Sun Prarie, WI

Past

September 18, 2024 - March 5, 2026

HORACE MANN INVESTORS, INC.

RIA

CRD#: 11643

Middletown, WI

Past

May 29, 2024 - March 5, 2026

HORACE MANN INVESTORS, INC.

CRD#: 11643

Middletown, WI

Past

December 22, 2023 - May 23, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

MADISON, WI

Past

November 28, 2023 - May 23, 2024

LPL FINANCIAL LLC

CRD#: 6413

MADISON, WI

Past

February 9, 2023 - November 16, 2023

MML INVESTORS SERVICES, LLC

CRD#: 10409

Madison, WI

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

Wisconsin
(7/17/2026)

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 66

Date: 12/21/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/9/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/11/2022

Securities Industry Essentials Examination

Current Firm

RETIREMENT CAPITAL ADVISORS

RETIREMENT CAPITAL ADVISORS | RETIREMENT CAPITAL ADVISORS LLC

CRD#: 324060 / SEC#:

Florida

Registered Investment Advisory firm - (4/3/2023 Approved)

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Contact information

Main Address

2000 Palm Beach Lakes Blvd Suite 734, West Palm Beach, FL 33409

Mailing Address

Phone number

(561) 784-7910

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	138
AUM (Assets Under Management)	$ 11,324,029

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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Dylan T. Thorson

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Thomas Thorson's CRS (Customer Relationship Summary).

Certified licenses

Experience

RETIREMENT CAPITAL ADVISORS

HORACE MANN INVESTORS, INC.

HORACE MANN INVESTORS, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/21/2023

Series 7TO

Date: 2/9/2023

SIE

Date: 5/11/2022

Current Firm

RETIREMENT CAPITAL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RETIREMENT CAPITAL ADVISORS

TRUST BUT VERIFY

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