Advisor at Tradewinds Investment Advisors, 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
Tradewinds Investment Advisors, LLC
Location
Eudora, KS
Credentials
Series 63, Series 65
Industry experience
12 years
$0 - $5,000,000: 1.00% annually $5,000,001 - $30,000,000: 0.75% annually $30,000,001+: 0.60% annually
Fee-only: Fees based on percentage of assets under management per tiered schedule; no commissions or other compensation received.
St. Michael - Albertville Public School District 885
2004 - 2020 (16 years)
Tradewinds Investment Advisors, LLC
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®
Lawrence, KS
Kaylin Dillon Financial Planning
Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible. 🤝You don't have to choose between planning for your shared future vision and having your own financial goals. I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets. Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨👩👧👦 Blended families 💵 Separate assets One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds
CFP®, Series 63, Series 66
Shawnee, KS
Edward Jones
Series 66
Gardner, KS
Edward Jones
Series 66
Eudora, KS
Edward Jones
Series 66
Olathe, KS
Edward Jones
CFP®, Series 66
Olathe, KS
Edward Jones
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