Patrick Dykstra has been an investment adviser representative at The Wellington GRP since October 2024, and is not listed among the firm’s executive officers or direct owners.
The Wellington GRP LLC is an Indianapolis, IN firm with $474M under management, 1,516 clients and 9 advisers across 2 offices, as of its March 2026 filing.
Hagan Dykstra is Financial Planner of The Wellington Group, based in Indianapolis. His experience includes small business management, investment strategies, insurance and lending solutions. He offers guidance on budgeting, mortgage review, retirement planning and investment opportunities for individuals, families and businesses.
Patrick Dykstra’s longest registration was 2 years at Wellington Wealth Strategies, LLC (2023–2025). Before joining The Wellington GRP in 2024, Patrick Dykstra was registered through Wellington Wealth Strategies, LLC.
- The Wellington GRP LLCCurrent– present · 2 yearsIndianapolis, IN · Adviser representative · Firm CRD 332803
- Wellington Wealth Strategies, LLC– · 2 yearsIndianapolis, IN · Adviser representative · Firm CRD 306298
Investment adviser representative registrations
Patrick Dykstra is registered as an investment adviser representative in Indiana, since October 2024.
- IndianaSince 22 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 June 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 24 January 2018 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 November 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Patrick Hagan Dykstra
- CRD
- 6865713
- Firm
- The Wellington GRP · CRD 332803
- Office
- 9000 KEYSTONE CROSSING, SUITE 400, Indianapolis, IN 46240
- Registration
- Investment adviser registration
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thewellingtongroupllc.com
Where does Patrick Dykstra work?
Patrick Dykstra is an investment adviser representative registered through The Wellington GRP LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Dykstra a financial advisor?
Yes. Patrick Dykstra has a current investment-adviser registration in Indiana, through The Wellington GRP since October 2024.
How many years of experience does Patrick Dykstra have?
Patrick Dykstra has 7 years in the financial industry, since February 2019, across 2 adviser firms.
What exams has Patrick Dykstra passed?
Patrick Dykstra has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in November 2017. FINRA credited Patrick Dykstra with the SIE, which began in October 2018.
Where is Patrick Dykstra based?
Patrick Dykstra’s registered office is in Indianapolis, IN.
Is Patrick Dykstra registered with FINRA?
No. Patrick Dykstra has no current broker registration.
How can I verify Patrick Dykstra’s record?
Search CRD 6865713 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Dykstra’s full registration record.
