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Inactive

Patrick Hagan Dykstra

The Wellington Grp LLC

Indianapolis, IN

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Current Employers
The Wellington Grp Llc

9000 Keystone Crossing Suite 400, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-10-22
  • IN RA
    APPROVED
    Since 2024-10-22

Branch Locations

9000 Keystone Crossing Suite 400, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Indiana University Bloomington IN 08/2013 05/2017
Key Investment Services, Llc Indianapolis IN 10/2017 03/2021
Keybank Noblesville IN 10/2017 10/2018
Keybank Noblesville IN 07/2017 10/2017
Keybank Indianapolis IN 10/2018 03/2021
Cetera Investment Services Llc Saint Cloud MN 11/2021 06/2023
Regions Indianapolis IN 05/2021 02/2023
Wellington Wealth Strategies, Llc Indianapolis IN 08/2023 10/2024
Trust Wealth Strategies Indianapolis IN 06/2023 08/2023
Keybank Lebanon IN 05/2017 03/2021
Regions Indianapolis IN 05/2021 02/2023
Student At Indiana University Bloomington IN 09/2013 05/2017
The Wellington Grp Llc Indianapolis IN 10/2024 Present
  • 08/2013 → 05/2017
    Indiana University
    Bloomington, IN
  • 10/2017 → 03/2021
    Key Investment Services, Llc
    Indianapolis, IN
  • 10/2017 → 10/2018
    Keybank
    Noblesville, IN
  • 07/2017 → 10/2017
    Keybank
    Noblesville, IN
  • 10/2018 → 03/2021
    Keybank
    Indianapolis, IN
  • 11/2021 → 06/2023
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 05/2021 → 02/2023
    Regions
    Indianapolis, IN
  • 08/2023 → 10/2024
    Wellington Wealth Strategies, Llc
    Indianapolis, IN
  • 06/2023 → 08/2023
    Trust Wealth Strategies
    Indianapolis, IN
  • 05/2017 → 03/2021
    Keybank
    Lebanon, IN
  • 05/2021 → 02/2023
    Regions
    Indianapolis, IN
  • 09/2013 → 05/2017
    Student At Indiana University
    Bloomington, IN
  • 10/2024 → Present
    The Wellington Grp Llc
    Indianapolis, IN
Previous Registrations
  • 2025-01-03 → 2025-12-31
    Wellington Wealth Strategies, Llc
    Indianapolis, IN
  • 2023-09-15 → 2024-12-31
    Wellington Wealth Strategies, Llc
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-26
S63 Uniform Securities Agent State Law Examination 2018-01-24
  • S65 Uniform Investment Adviser Law Examination
    2023-06-26
  • S63 Uniform Securities Agent State Law Examination
    2018-01-24
Other Names
  • Patrick Dykstra

View on SEC IAPD

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NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
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