DR
CFP
DR
CFP

Dieter Ramaekers

28 Years of Experience
Santa Cruz, CA
Broker

Dieter Ramaekers is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Santa Cruz, CA, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Santa Cruz, CA

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Dieter is a 50% partner in Adint Associates LLC, which owns the office space he works out of, dedicating minimal time. He is also the president of Adint, Ramaekers and Associates, a marketing company, taking about a quarter of his time, and CEO of Ramaekers Investments, Inc., an S-Corp for defined benefits, dedicating minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2016 - Present · 9 yrs 10 mos
Raymond James Financial Services, INC.
July 2016 - Present · 9 yrs 10 mos
Raymond James Financial Services, INC.Broker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - August 2016 · 7 yrs 2 mos
Morgan Stanley
June 2009 - August 2016 · 7 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
August 1998 - April 2007 · 8 yrs 8 mos
Morgan Stanley Dw INC.Broker
March 1998 - April 2007 · 9 yrs 1 mo
State Registrations22 states
AZCACOCTFLGAHIILMAMONMNVNYORPATNTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.