Keith Ryan Dorson

Current Employers

Employment History

• 07/1996 → Present
  Win Win Investment Planning, Llc
  Chandler, AZ
• 01/2009 → 09/2019
  Sagepoint Financial, Inc
  Chandler, AZ
• 09/2019 → Present
  Lpl Financial, Llc
  Chandler, AZ
• 08/2020 → Present
  Wise World Investment Planning
  Chandler, AZ

Other Businesses

1. 09/24/2019 - KEITH R DORSON/ NOTARY/ NOT INVESTMENT RELATED/ 0%/ CHANDLER, AZ 2. 07/01/1996 - WIN WIN WISDOM, LLC/ OTHER/ NOT INVESTMENT RELATED/ 0%/ CHANDLER, AZ 3. 07/01/1996 - WIN WIN FIRE TEAMS LLC/ OTHER/ NOT INVESTMENT RELATED/ 0%/ CHANDLER, AZ 4. 11/1/2019 - WIN WIN INVESTMENT PLANNING LLC - Not investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only. 5. 11/01/2019 - Wise World Investment Planning - Investment related - At reported business location(s) - DBA for Financial Planning Advice (entity). 6. 9/4/2020 - Wise World Investment Planning - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Stated 08/27/2020 - 6 Hours Per Month/3 Hours During Securities Trading - I provide financial planning and consulting services through Wise World Investment Planning, an independent investment advisor firm. I started this business activity in 08/2020. I expect to spend approximately 6 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 7. 9/16/2020 - Vertical Flight, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/24/2020 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-30
• S63 Uniform Securities Agent State Law Examination
  1994-04-29

Other Names

• Keith R Dorson