Financial ServicesFinancial Planning & Wealth ManagementActiveVerified

Dickey Financial & Wealth Management

DONNA M DODRILL, Registered Agent

The Financial Lady LLC operates as Dickey Financial & Wealth Management Firm, offering personalized financial planning, retirement strategies, tax planning, and life insurance. Based on its website, the business serves clients in the Houston, Texas area, while its registered address is in Castle Rock, Colorado.

Filed February 22, 2026 · Castle Rock, CO · Douglas County

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Source

Colorado Secretary of State · Entity 20261203041 · Retrieved June 13, 2026

View the official record ›JSON record ›

About Dickey Financial & Wealth Management

The Financial Lady LLC filed in Colorado on February 22, 2026, as a financial planning and wealth management firm. Owner Donna M. Dodrill filed personally as the registered agent. The domain was registered 257 days before filing, on June 10, 2025, via Wild West Domains, and the site was built with a custom builder called The Financial Lady. The website matches the filing name and address, and we estimate the business has a brick-and-mortar footprint. No annual report or EIN is on file yet. The company shares its address with 5 other entities. We estimate revenue between $100,000 and $1 million and 1-5 employees.

  • Domain registered 257 days before the Colorado filing date.
  • Owner filed personally as the registered agent.
  • Website built with a custom builder called The Financial Lady and identity confirmed.
  • Shares address with 5 other entities.
  • No annual report or EIN on file yet.
  • We estimate a brick-and-mortar footprint.

Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.

One of 193 new businesses registered in Castle Rock in February 2026, one of 3 financial services businesses.

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Filing Details

Entity NameThe Financial Lady LLC
Entity TypeLLC
Entity Number20261203041
Filing DateFebruary 22, 2026
Principal AddressLocked
City / State / ZipCastle Rock, CO 80104
CountyDouglas
TimezoneMountain (MT)
EIN on FileNo
Registered AgentDONNA M DODRILL
Agent AddressLocked
Filed ViaSelf-filed (owner is the registered agent)
WebsiteYes · domain registered 257 days before filing · registrar Wild West Domains
Website BuildModern · The Financial Lady
Annual ReportNot yet filed
Estimated Revenue$100K-$1M (estimate)
Estimated Employees1-5 (estimate)
FootprintBrick and mortar (estimate)
Related Filings5 at the same address
First Recorded by DayOneLeadJune 13, 2026 (111 days after filing)

Verified Business Profile

SubcategoryFinancial Planning & Wealth Management

Contact Information

WebsiteLocked
PhoneLocked
EmailLocked
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Verified Website Profile

We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.

Domain RegisteredLocked
Domain AgeLocked
RegistrarLocked
Website PlatformLocked
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Frequently Asked Questions

When was Dickey Financial & Wealth Management registered?

Dickey Financial & Wealth Management was registered as LLC on February 22, 2026 in Colorado.

Where is Dickey Financial & Wealth Management located?

Dickey Financial & Wealth Management is based in Castle Rock, CO, 80104, in Douglas County.

What type of business is Dickey Financial & Wealth Management?

Dickey Financial & Wealth Management is classified as a financial services business (financial planning & wealth management).

Does Dickey Financial & Wealth Management have an EIN on file?

No EIN was found on file for Dickey Financial & Wealth Management at the time of registration.

Who Sells to This Business

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