Advisor at Allworth financial, L.P.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Allworth financial, L.P.
Location
Elkhorn, NE
Credentials
Series 63, Series 65, Series 66
Industry experience
29 years
John Dippel is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and corporations. The firm offers customized investment programs using a variety of strategies, including low-cost mutual funds and ETFs, individual securities, model portfolios, third-party managers, and private fund management.
Based on Allworth financial, L.P.
Based on Allworth financial, L.P.
Financial planning services generally range between $1,500 and $30,000 fixed fee
Minimum fee: $2,500 annual minimum fee on asset management services
Elkhorn, NE
Nebraska
AW Securities
2024 - Present (2 years)
Allworth Financial
2024 - Present (2 years)
Charles Schwab
2021 - 2024 (3 years)
Tdameritrade Inc
2010 - 2023 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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