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EH

Evan D. Hine

LOKKEN INVESTMENT GROUP
Lewes, DE 19958
Some features on this profile are disabled
CRD#: 7287401
EH

Professional summary

Evan D Hine, who also goes by Evan Derek Hine, is a registered financial advisor currently at LOKKEN INVESTMENT GROUP, LLC located in Lewes, Delaware and DAKOTA WEALTH, LLC located in Lewes, Delaware.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Evan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Evan Derek Hine

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.
1) On a temporary and transitional basis, Mr. Hine will be dually registered as an investment advisor representative with Dakota Wealth, LLC and Lokken Investment Group, LLC. Dakota Wealth, LLC and Lokken Investment Group, LLC are not affiliated entities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan D Hine's CRS (Customer Relationship Summary).
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

October 30, 2023 - Present

LOKKEN INVESTMENT GROUP, LLC

Office #1: 1413 Savannah Road, Suite 4, Lewes, DE 19958
RIA
CRD#: 283696
Lewes, DE
Current

November 3, 2025 - Present

DAKOTA WEALTH, LLC

Office #1: 1413 Savannah Rd Ste4, Lewes, DE 19958
RIA
CRD#: 297987
LEWES, DE
Past

September 14, 2022 - October 23, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
REHOBOTH BEACH, DE
Past

September 14, 2022 - October 23, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
REHOBOTH BEACH, DE
Past

January 10, 2022 - June 8, 2022

LOFTUS WEALTH STRATEGIES

RIA
CRD#: 316582
BETHANY BEACH, DE
Past

September 2, 2021 - December 15, 2021

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA
CRD#: 20804
BETHANY BEACH, DE
Past

July 21, 2021 - December 15, 2021

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BD
CRD#: 20804
BETHANY BEACH, DE

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".
DW
DAKOTA WEALTH, LLC
DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097

RIA
Registered Investment Advisory firm - (10/8/2018 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
Delaware
(10/30/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/2/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/21/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/4/2021
Securities Industry Essentials Examination

Current Firm

DW
DAKOTA WEALTH, LLC
DAKOTA WEALTH MANAGEMENT | SPRINGSIDE PARTNERS | OAKMONT PARTNERS | DAKOTA WEALTH, LLC

CRD#: 297987 / SEC#: 801-114097

RIA
Registered Investment Advisory firm - (10/8/2018 Approved)
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Contact information

Main Address
11376 N. Jog Road Suite 101, Palm Beach Gardens, FL 33418-1752
Mailing Address
Phone number
(561) 774-8101
Established
Firm type
Fiscal year end
# of Employees
78

SEC notice filing (37 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DAKOTA WEALTH FORM ADV PART 2A (10/15/2025)

Regulatory assets under management

Total Number of Accounts9,786
AUM (Assets Under Management)$ 6,335,261,507

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
06/10/2025
Cover Page
Report
09/13/2024
Cover Page
Report
11/21/2023
Cover Page
Report
01/18/2023
Cover Page
Report

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

DAKOTA WEALTH, LLC

CRD#: 297987Lewes, DE 19958

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