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Brett Dickinson

Investment Adviser Representative at DAI WEALTH, LLC

New Braunfels, TXCRD #7809375Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
7 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brett Dickinson has worked in the securities industry since 2023. They are registered to provide investment advisory services in Arizona, California, Colorado, Florida, Georgia, Minnesota, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 7 states
ArizonaCaliforniaColoradoFloridaGeorgiaMinnesotaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/12/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 12/18/2023
Series 7
General Securities Representative Examination
Passed 11/6/2023
SIE
Securities Industry Essentials Examination
Passed 6/15/2023

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

DAI Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

DAI WEALTH, LLCCurrent
8/14/2024New Braunfels, TX
ARETE WEALTH MANAGEMENT, LLC
11/7/20235/28/2024Chicago, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brett Dickinson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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