DY
PFS
DY
PFS

Dirk Yoder

28 Years of Experience
Vincennes, IN
BrokerSells Insurance

Dirk Yoder is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Vincennes, IN, with 28 years of industry experience. Dirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

424 Vigo St, Po Box 883, Vincennes, IN, 47591

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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

Dirk is the owner of a CPA firm since 1983, dedicating full-time hours to it. He also works as an insurance agent selling fixed insurance and health/Medicare supplement referrals, with varying hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2008 - Present · 17 yrs 10 mos
Cetera Financial Specialists LLC
August 1997 - Present · 28 yrs 9 mos
Cetera Financial Specialists LLCBroker
August 1997 - Present · 28 yrs 9 mos
State Registrations1 state
IN
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.