Advisor at INS Capital Management, LLC
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
INS Capital Management, LLC
Location
Dickinson, ND
Credentials
Series 63, Series 65, Series 66
Industry experience
24 years
Paul Dickey is a financial advisor with INS Capital Management, LLC in Dickinson, ND, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been affiliated with Investor's New Standard since 2004. INS Capital Management provides personalized portfolio management and financial planning primarily for individual investors, families, trusts, and high-net-worth households. The firm offers both passive and actively managed ETF-based programs, combining technical, quantitative, and qualitative analysis with attention to tax implications and regular rebalancing.
Based on INS Capital Management, LLC
$0+: 0.50% annually for Serious Dough Adviser (all three model allocations) $0+: 1.00% annually for ETF Adviser (active portfolio)
Financial Planning Services billed at $250 per hour if plan is terminated before completion
Fee-only: Financial Planning Services fees typically range from $500 to $2,500, negotiated per client
Dickinson, ND
Colorado · North Dakota · Texas
Investor's New Standard
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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.
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.
Series 63, Series 65
Dickinson, ND
Schwartz Investment Management Co.
CFP®, Series 65
Dickinson, ND
Mike Parke Investment Management, LLC
Series 66
Dickinson, ND
Hendrickson Financial Services, LLC
Series 63, Series 65
Dickinson, ND
BFC PLANNING, Inc.
Series 63, Series 66
Dickinson, ND
LPL Financial
Series 66
Dickinson, ND
Cambridge Investment Research Advisors
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