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CFP
TD
CFP

Timothy Dierkes

LPL Financial LLC
32 Years of Experience
Richardson, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Timothy Dierkes is a CFP-designated registered investment advisor at LPL Financial LLC, based in Richardson, TX, with 32 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

811 S Central Expy Ste 235B, Richardson, TX, 75080-7415

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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 ActivitiesSells Insurance

Timothy sells fixed annuities through AEL and services clients with existing Great American Financial fixed annuities, dedicating minimal time to these activities. He also works with Crump and Westland Financial Services, W&S Financial Group, and Integrity for fixed life, disability, fixed annuity, and LTC needs, spending a few hours per week.

Employment History
Current Registrations
LPL Financial LLC
June 2011 - Present · 15 yrs 4 mos
LPL Financial LLCBroker
June 2011 - Present · 15 yrs 4 mos
LPL Financial LLC
June 2011 - Present · 15 yrs 4 mos
Previous Registrations
CUNA Brokerage Services, INC.Broker
October 1994 - June 2011 · 16 yrs 8 mos
CUNA Brokerage Services, INC.
October 1994 - June 2011 · 16 yrs 8 mos
Ids Life Insurance CompanyBroker
December 1993 - July 1994 · 7 mos
American Express Financial Advisors INC.Broker
December 1993 - July 1994 · 7 mos
State Registrations6 states
ARCOILOKTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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