Isaac David Dickey
Investment adviser representative at Aprio Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm 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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Aprio Wealth Management, LLCNov 2025 to now
- Prism Financial GroupSep 2023 to Nov 2025
- Creative One WealthMay 2022 to Sep 2023
- Ae Wealth ManagementMay 2021 to May 2022
- Advisors ExcelJan 2020 to May 2021
- Mammoth Sports ConstructionMay 2019 to Sep 2019
- Washburn UniversitySep 2018 to May 2022
- Azura Credit UnionSep 2018 to May 2019
- Pharmhouse CoffeeAug 2017 to May 2019
- Boys and Girls ClubMay 2017 to Aug 2017
- Gambinos PizzaMay 2016 to Sep 2018
- Jefferson West High SchoolSep 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (KS).
Aprio Wealth Management, LLC
$4.2BAssets managed
1,699Clients
37Advisers
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
- 7283999
- Firm CRD
- 127333