LPL Financial
41yrs
Top advisor by experience in Des Moines
14yrs
Dixie Kendrick
Financial advisor at Dixie's Tax & Financial Services
Based in Des Moines, Washington, Dixie Kendrick is a fiduciary financial advisor with 14 years of industry experience. Dixie joined Dixie's Tax & Financial Services in 2026, after a year at Cetera Investment Advisers and 12 years at Avantax Advisory Services. Dixie's Tax & Financial Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 17 advisors with offices in Des Moines, and one of 17 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 53% of advisors in Des Moines
Office22307 Marine View Drive South Suite 101, Des Moines, WA 98198
How the firm is paid ?Percent of assets
Advisors at the firm2
States licensed ?1 state
Services through Dixie's Tax & Financial Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2026 – nowDixie's Tax & Financial Services, L.L.C.Current firm
- Sep 2025 – Jul 2026Cetera Investment Advisers LLCPreviously
- 2014 – 2025Avantax Advisory ServicesPreviously
Contact Dixie
(206) 242-5600Dixie's Tax & Financial Services main office 22307 Marine View Drive South Suite 101Des Moines, WA 98198Office · Get directions Firm websitewww.dixiestaxfinancial.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Dixie
Tailored to Dixie’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Dixie
How do I contact Dixie?
Call Dixie's Tax & Financial Services at (206) 242-5600 and ask for Dixie Kendrick. Dixie works from the Des Moines, WA office.
How long has Dixie been a financial advisor?
Dixie has been in the industry since 2012, about 14 years. More experience than 53% of advisors in Des Moines.
What licenses does Dixie hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dixie a fiduciary?
Dixie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dixie paid?
Dixie's Tax & Financial Services reports being paid by a percentage of the assets they manage. Ask Dixie for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Edward Jones
36yrs
Top 2% by experience at Edward Jones
Lincoln Investment
32yrs
Top 11% by experience in Washington
Edward Jones
22yrs
Top 17% by experience at Edward Jones
J.P. Morgan Securities
20yrs
Top 18% by experience at J.P. Morgan Securities
Edward Jones
20yrs
Top 21% by experience at Edward Jones