Kim Dyson

Employer firm

Oneseven CRD 283087

$7.72B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2016 → 10/2018
  Great Lakes Atlantic Wealth Management And Advisory Partners
  Charlotte, NC
• 10/2018 → 04/2021
  Red Oak Capital Management, Inc.
  Chicago, IL
• 09/2016 → 07/2017
  Comprehensive Asset Management And Servicing, Inc.
  Parsippany, NJ
• 04/2021 → 08/2023
  Red Oak Capital Management, Inc
  Chicago, IL
• 08/2016 → 10/2018
  Hayden Royal, Inc.
  Charlotte, NC
• 05/2023 → Present
  Oneseven
  Las Vegas, NV

Previous Registrations

• 2019-02-26 → 2023-08-01
  Red Oak Capital Management, Inc.
  Oak Brook, IL
  Las Vegas, NV
• 2016-08-10 → 2019-01-04
  Hayden Royal
  Oak Brook, IL
  Charlotte, NC
• 2010-10-12 → 2016-08-09
  Equitable Advisors, Llc
  Oak Brook, IL

Other Businesses

(1) Insurance Broker; Non-investment related; Las Vegas, Nevada; Insurance Sales; Insurance Agent; 50 hours per month; Offer and sell insurance to clients for a commission including life & health insurance, long term care insurance, and fixed annuities.

Exams

• S66 Uniform Combined State Law Examination
  2010-09-13

Other Names

• Kimberlee Katherine Dittmer
• Kim Dittmer Dyson