KD
KD

Kirk Dietrick

14 Years of Experience
Menlo Park, CA
Broker

Kirk Dietrick is a registered investment advisor at Robinhood Asset Management, based in Menlo Park, CA, with 14 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 252,664 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
111 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

85 Willow Road, Menlo Park, CA, 94025

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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.

Learn about disclosures →
Employment History
Current Registrations
Robinhood Asset Management
February 2026 - Present · 3 mos
Trade-Pmr INC.
January 2026 - Present · 4 mos
Trade-Pmr INC.Broker
January 2026 - Present · 4 mos
Previous Registrations
LPL Financial LLC
November 2024 - September 2025 · 10 mos
LPL Financial LLCBroker
November 2024 - September 2025 · 10 mos
LPL Enterprise, LLC
August 2024 - November 2024 · 3 mos
LPL Enterprise, LLCBroker
March 2024 - September 2025 · 1 yr 6 mos
Charles Schwab & CO., INC.Broker
February 2022 - January 2024 · 1 yr 11 mos
Charles Schwab & CO., INC.
February 2022 - January 2024 · 1 yr 11 mos
LPL Financial LLC
July 2021 - December 2021 · 5 mos
LPL Financial LLCBroker
July 2021 - December 2021 · 5 mos
M Holdings Securities, INC.Broker
July 2011 - September 2020 · 9 yrs 2 mos
M Holdings Securities, INC.
June 2011 - September 2020 · 9 yrs 3 mos
Edward Jones
March 2008 - June 2009 · 1 yr 3 mos
Edward JonesBroker
February 2008 - June 2009 · 1 yr 4 mos
State Registrations2 states
CATX
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.
Kirk Dietrick - Financial Advisor | TrueAdvisor