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Ladonna Jean Dillon

PRIMEVEST FINANCIAL SERVICES, INC.·ST CLOUD, Minnesota
PRIMEVEST FINANCIAL SERVICES, INC.
400 FIRST ST SOUTH STE 300, ST CLOUD, MN 56301-3600CRD# 1076897Firm CRD# 15340

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ladonna Jean Dillon · ST CLOUD, MN
Registration
CRD #1076897 · PRIMEVEST FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Ladonna Jean Dillon is a registered financial advisor based in ST CLOUD, Minnesota, affiliated with PRIMEVEST FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CETERA INVESTMENT SERVICES LLC
CETERA INVESTMENT SERVICES LLC
AUM
$1.2B
Regulatory assets under management
Employees
718
Total firm employees
View all advisors at CETERA INVESTMENT SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1076897
Firm CRD# 15340
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ladonna Jean Dillon offer?
Ladonna Jean Dillon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST CLOUD, Minnesota for a consultation.
What are Ladonna Jean Dillon's credentials?
Ladonna Jean Dillon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ladonna Jean Dillon located?
Ladonna Jean Dillon is based in ST CLOUD, Minnesota, working with PRIMEVEST FINANCIAL SERVICES, INC.. Their office serves clients in the ST CLOUD metropolitan area and surrounding communities.
How does Ladonna Jean Dillon charge for services?
Ladonna Jean Dillon's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIMEVEST FINANCIAL SERVICES, INC.?
PRIMEVEST FINANCIAL SERVICES, INC. has approximately 718 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRIMEVEST FINANCIAL SERVICES, INC.

Christopher Jon Reinholz
ST CLOUD, MN
Sean Patrick Casey
ST CLOUD, MN

More Advisors in ST CLOUD, Minnesota

Mary Frances Schott
CETERA ADVISORS LLC·ST CLOUD, MN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
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Research
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