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Dirk Lebar

4 Years of Experience
Leawood, KS
Broker

Dirk Lebar is a registered investment advisor at Ameriprise Financial Services, LLC, based in Leawood, KS, with 4 years of industry experience. Dirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

4200 W 115th St Ste 200, Leawood, KS, 66211-2729

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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

Dirk owns a single-family real estate property in Fairway, KS since April 2025. This activity is not investment-related.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2024 - Present · 2 yrs 4 mos
Ameriprise Financial Services, LLCBroker
May 2024 - Present · 2 yrs 4 mos
Previous Registrations
Edward Jones
August 2011 - February 2012 · 6 mos
Edward JonesBroker
August 2011 - February 2012 · 6 mos
Northwestern Mutual Investment Services,llc
September 2009 - July 2011 · 1 yr 10 mos
Northwestern Mutual Investment Services, LLCBroker
February 2009 - July 2011 · 2 yrs 5 mos
State Registrations51 states
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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.
Dirk Lebar - Financial Advisor | TrueAdvisor