Merrill
47yrs
Top advisor by experience in Indianapolis
9yrs
Patrick Dykstra has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Indianapolis, Indiana. Patrick has been with The Wellington GRP since 2024; before that, Patrick spent a year at Wellington Wealth Strategies. The Wellington GRP offers financial planning, investment management, and private fund management and is paid through a percentage of assets.
One of 1738 advisors with offices in Indianapolis, and one of 1555 fiduciaries.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office9000 Keystone Crossing Suite 400, Indianapolis, IN 46240
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$312,431
Advisors at the firm10
States licensed ?1 state
Services through The Wellington GRP
Financial planningInvestment management for individuals and small businessesManaging private fundsChoosing 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
- Jan 2025 – Dec 2025Wellington Wealth Strategies, LLCPreviously
- Oct 2024 – nowThe Wellington GRP LLCCurrent firm
- Sep 2023 – Dec 2024Wellington Wealth Strategies, LLCPreviously
Contact Patrick
(317) 846-5055The Wellington GRP main office 9000 Keystone Crossing Suite 400Indianapolis, IN 46240Office · Get directions Firm websitewww.thewellingtongroupllc.com
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Questions to ask Patrick
Tailored to Patrick’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
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About Patrick
How do I contact Patrick?
Call The Wellington GRP at (317) 846-5055 and ask for Patrick Dykstra. Patrick works from the Indianapolis, IN office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
The Wellington GRP reports being paid by a percentage of the assets they manage, other fees. Ask Patrick 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.
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