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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
DT

Dylan T. Thorson

RETIREMENT CAPITAL ADVISORS
Sun Prarie, WI
Some features on this profile are disabled
CRD#: 7281728
DT
Dylan Thomas ThorsonRETIREMENT CAPITAL ADVISORS

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.

BD
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

BD
CRD#: 6413
MADISON, WI
Past

February 9, 2023 - November 16, 2023

MML INVESTORS SERVICES, LLC

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/21/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/9/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/11/2022
Securities Industry Essentials Examination

Current Firm

RC
RETIREMENT CAPITAL ADVISORS
RETIREMENT CAPITAL ADVISORS | RETIREMENT CAPITAL ADVISORS LLC

CRD#: 324060 / SEC#:

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

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
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts138
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.

Company Information

RETIREMENT CAPITAL ADVISORS

CRD#: 324060Sun Prarie, WI

TRUST BUT VERIFY

Monitor Dylan Thorson

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

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
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.