Kaylin Marie Dillon

Employer firm

Kaylin Dillon Financial Planning CRD 313944

$14.5M regulatory AUM 15 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 07/2020
  Morgan Stanley Wealth Management
  Lawrence, KS
• 07/2020 → 03/2021
  Bowersock Capital Partners Llc
  Lawrence, KS
• 03/2021 → Present
  Kaylin Dillon Financial Planning Llc
  Lawrence, KS
• 10/2022 → Present
  The Prenup Coach Llc
  Lawrence, KS

Previous Registrations

• 2020-07-02 → 2021-03-15
  Sanctuary Advisors, Llc
  Miami, FL
  Lawrence, KS
• 2014-04-01 → 2020-07-08
  Morgan Stanley
  Lawrence, KS

Other Businesses

Kaylin Dillon is a non-managing member of Carter Management LLC; this is a family rental property company. Kaylin Dillon is also a member/passive investor at Adrian Bancshares, Inc.; this is a small regional bank in Adrian, Missouri. Kaylin does not devote time to these activities during trading hours. These are not investment-related. Kaylin Dillon is a managing member of The Prenup Coach LLC; this is an educational media company. Kaylin devotes 10% of trading hour activities to The Prenup Coach LLC. This activity is not investment-related.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-01

Designations

• Certified Financial Planner

Other Names

• Kaylin Marie Carter