Dirk Degroot
Dirk Degroot is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Klamath Falls, OR, with 13 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
1903 Austin Street Suite A, Klamath Falls, OR, 97601
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Regulatory History
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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Dirk is a partner in commercial and residential rental properties since 2006 and 2012, respectively, and owner/president of DeGroot Investments since 2019. He is also the president of Basin United Soccer Club since 2016 and president of DeGroot Investment Advisors since 2019.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Pruco Securities CorporationBroker
State Registrations14 states
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.