Donna Dickinson has been Chief Compliance Officer of Indie Asset Partners since April 2014, is a control person of the firm and directly owns under 5% of it.
Indie Asset Partners, LLC is a Carmel, IN firm with $685M under management, 313 clients and 3 advisers in one office, as of its March 2026 filing.
Donna Dickinson’s longest registration was 12 years at Indie Asset Partners, LLC (2014–2026).
- Shepherd Financial Investment Advisory LLCAlso current– present · under a yearCarmel, IN · Adviser representative · Firm CRD 288623
Investment adviser representative registrations
Donna Dickinson is registered as an investment adviser representative in Indiana, since October 2026.
- IndianaSince 1 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 April 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Donna J Dickinson
- CRD
- 5250291
- Firm
- Indie Asset Partners · CRD 154503
- Role
- Chief Compliance Officer
- Registration
- Investment adviser registration
- In the industry since
- April 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Donna Dickinson work?
Donna Dickinson has been Chief Compliance Officer of Indie Asset Partners, LLC since April 2014, and is a control person of the firm.
Is Donna Dickinson a financial advisor?
Yes. Donna Dickinson has a current investment-adviser registration in Indiana.
How many years of experience does Donna Dickinson have?
Donna Dickinson has 12 years in the financial industry, since April 2014, across 2 adviser firms.
What exams has Donna Dickinson passed?
Donna Dickinson passed the Series 65 in April 2014.
Where was Donna Dickinson previously registered as an investment adviser?
Donna Dickinson has past investment-adviser registrations through Indie Asset Partners, LLC, April 2014 to October 2026, across 2 firms.
Is Donna Dickinson registered with FINRA?
No. Donna Dickinson has no current broker registration.
How can I verify Donna Dickinson’s record?
Search CRD 5250291 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donna Dickinson’s full registration record.
