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DG

Dillon P. Goodman

VITAL INVESTMENT MANAGEMENT LLC
LOVELAND, CO 80538
Some features on this profile are disabled
CRD#: 7468576
DG

Professional summary

Dillon Pierce Goodman is a registered financial advisor currently at VITAL INVESTMENT MANAGEMENT LLC located in Loveland, Colorado.

Dillon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Dillon has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Stephanie Packham CPA LLC, accounting firm, not investment-related, 736 Whalers Way F200, Fort Collins, CO 80525. Employee since 08/2018, approximately 20 hours/week, 80 hours/month, mostly during securities trading hours. Bookkeeping services for veterinary hospitals.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dillon Pierce Goodman'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

March 3, 2022 - Present

VITAL INVESTMENT MANAGEMENT LLC

Office #1: 4045 St. Cloud Drive Suite 220, Loveland, CO 80538
RIA
CRD#: 300811
LOVELAND, CO

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".
VITAL INVESTMENT MANAGEMENT LLC
VITAL INVESTMENT MANAGEMENT LLC
VITAL INVESTMENT MANAGEMENT LLC

CRD#: 300811 / SEC#: 801-114889

RIA
Registered Investment Advisory firm - (3/22/2019 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
Colorado
(3/3/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/3/2022
Uniform Investment Adviser Law Examination

Current Firm

VITAL INVESTMENT MANAGEMENT LLC
VITAL INVESTMENT MANAGEMENT LLC
VITAL INVESTMENT MANAGEMENT LLC

CRD#: 300811 / SEC#: 801-114889

RIA
Registered Investment Advisory firm - (3/22/2019 Approved)
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Contact information

Main Address
4045 St. Cloud Drive Suite 220, Loveland, CO 80538
Mailing Address
Phone number
(970) 776-3316
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (4 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

FORM ADV PART 2A & 2B 040125 (3/31/2025)

Regulatory assets under management

Total Number of Accounts951
AUM (Assets Under Management)$ 227,648,343

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

VITAL INVESTMENT MANAGEMENT LLC

VITAL INVESTMENT MANAGEMENT LLC

CRD#: 300811Loveland, CO 80538

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