David Diekmann is a registered investment advisor at LPL Financial LLC, based in Evansville, IN, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
727 N. Cross Pointe Blvd, Suite C, Evansville, IN, 47715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is involved with McKee Financial Resources Inc. as a DBA for LPL business, RFD INC for real estate rental, and Gladstone Institutional Advisory LLC and Partners as a registered investment advisor, spending nearly full-time on the latter two.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations7 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.