Dillon Troy Schutte
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Wealthplan Investment Management LLCJul 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Wealthplan Partners, LLCMay 2023 to now
- Feltz WealthplanNov 2021 to now
- Securities America, Inc.Sep 2022 to Jun 2024
- Owens MowingAug 2021 to Oct 2021
- Lindsay CorporationMay 2021 to Aug 2021
- Union Bank & TrustJun 2019 to May 2021
- StudentAug 2018 to Jun 2019
- Indian Creek Golf CourseMay 2018 to Aug 2018
- StudentAug 2017 to May 2018
- CCS Presentation SystemsMay 2017 to Aug 2017
- StudentAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NE).
Wealthplan Investment Management LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7470528
- 311364