Tracy Dibble has been an investment adviser representative at Whitwell & Co since September 2025, and is not listed among the firm’s executive officers or direct owners. Tracy Dibble holds a B.S. in Business Administration and Accounting from Montana State University and an M.S. in Taxation from Golden Gate University.
Whitwell & Co, LLC is a firm with $117M under management, 337 clients and 6 advisers across 6 offices, as of its July 2026 filing.
Tracy Dibble is Director of Tax Planning of Whitwell & Co. She brings over 20 years of experience in the legal and tax fields to the firm and specializes in proactive tax planning strategies for high-net-worth individuals and business owners.
Investment adviser representative registrations
Tracy Dibble is registered as an investment adviser representative in Nevada, since September 2025.
- NevadaSince 4 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 June 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Tracy Lee Dibble
- CRD
- 8155882
- Firm
- Whitwell & Co · CRD 331958
- Office
- Henderson, NV
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- whitwelladvisors.com
Where does Tracy Dibble work?
Tracy Dibble is an investment adviser representative registered through Whitwell & Co, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Tracy Dibble a financial advisor?
Yes. Tracy Dibble has a current investment-adviser registration in Nevada, through Whitwell & Co since September 2025.
How many years of experience does Tracy Dibble have?
Tracy Dibble has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Tracy Dibble passed?
Tracy Dibble passed the Series 65 in June 2025.
Where is Tracy Dibble based?
Tracy Dibble’s registered office is in Henderson, NV.
Is Tracy Dibble registered with FINRA?
No. Tracy Dibble has no current broker registration.
How can I verify Tracy Dibble’s record?
Search CRD 8155882 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tracy Dibble’s full registration record.
Stefan WhitwellChief Executive Officer- Andrew LucichChief Compliance Officer