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Mark Allen Dixon

Investment adviser representative at Conrad Siegel Investment Advisors
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Conrad Siegel Investment Advisors Inc.May 2017 to now
  2. UnemployedApr 2017 to May 2017
  3. UnemployedJan 2017 to Mar 2017
  4. Best Friends Animal SocietyFeb 2012 to Jan 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2005
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (PA).

Conrad Siegel Investment Advisors

Legal name: Conrad Siegel Investment Advisors, Inc.

$12.1BAssets managed
570Clients
24Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4866459
Firm CRD
123560
Advisor's SEC record (opens in a new tab)
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