Dallin Despain

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CRD#: 7845016

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Dallin Despain was a registered financial professional .

Dallin is a previously registered financial professional and started their career in finance in 2024. Dallin had worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

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.

1) Co-Owner of D Three Properties, LLC, an investment related real estate business which was established in 2022 and is located in the State of Washington. Activity represents a few hours per month outside of regular trading hours. 2) Co-Owner of JDD Equity, LLC, an investment related real estate business established in 2024 in the state of Washington. Activity represents a few hours per month outside of regular trading hours. 3) 4141, LLC - Investment related real estate business, Omaha, NE; started 2024; time related to business varies. 4) Wingman Storage, LLC - non-investment related storage business started in 2024; time related to business varies.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 3, 2024 - June 17, 2025

ARKFELD WEALTH STRATEGIES, L.L.C.

RIA

CRD#: 293175

OMAHA, NE

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".

ARKFELD WEALTH STRATEGIES, L.L.C.

CRD#: 293175 / SEC#: 801-114011

RIA

Registered Investment Advisory firm - (9/25/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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 65

Date: 4/3/2024

Uniform Investment Adviser Law Examination

Current Firm

ARKFELD WEALTH STRATEGIES, L.L.C.

CRD#: 293175 / SEC#: 801-114011

RIA

Registered Investment Advisory firm - (9/25/2018 Approved)

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Contact information

Main Address

3512 N. 163rd Plaza, Omaha, NE 68116

Mailing Address

Phone number

(402) 933-1970

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARKFELD WEALTH STRATEGIES, L.L.C. - FORM ADV PART 2A (7/22/2025)

Regulatory assets under management

Total Number of Accounts	2,001
AUM (Assets Under Management)	$ 478,933,000

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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Dallin Despain

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ARKFELD WEALTH STRATEGIES, L.L.C.

Primary Firm SEC Registration

ARKFELD WEALTH STRATEGIES, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/3/2024

Current Firm

ARKFELD WEALTH STRATEGIES, L.L.C.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARKFELD WEALTH STRATEGIES, L.L.C.

TRUST BUT VERIFY

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