Patrick Hagan Dykstra

Employer firm

The Wellington Grp LLC CRD 332803

$474M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2013 → 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

• S65 Uniform Investment Adviser Law Examination
  2023-06-26
• S63 Uniform Securities Agent State Law Examination
  2018-01-24

Other Names

• Patrick Dykstra