DD
DD

David a Diekmann

16 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
97 advisors
Number of Clients
7,910 clients
Average Client Portfolio
$625K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:None
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Location

727 N. Cross Pointe Blvd, Suite C, Evansville, IN, 47715

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is involved with McKee Financial Resources Inc. as a DBA for LPL business, RFD INC for real estate rental, and Gladstone Institutional Advisory LLC and Partners as a registered investment advisor, spending nearly full-time on the latter two.

Employment History
Current Registrations
Gladstone Wealth Partners
November 2021 - Present · 4 yrs 3 mos
LPL Financial LLCBroker
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
July 2010 - November 2021 · 11 yrs 4 mos
Cambridge Investment Research, INC.Broker
August 2009 - November 2021 · 12 yrs 3 mos
State Registrations7 states
ALFLIAINNCSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.