DD
CFP
DD
CFP

Douglas Dirksen

14 Years of Experience
Colorado Springs, CO
Broker

Douglas Dirksen is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 14 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

2925 Professional Place, Suite 202, Colorado Springs, CO, 80904

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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

Douglas is an officer and president of Integro Wealth Advisors, dedicating about half of his time to providing vision and serving as the sole producing advisor. He also oversees operations as CEO of Mountain West Delivery Systems, LLC, a vending and RV rental company, spending a few hours per week on this venture.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services Advisors, INC
June 2022 - Present · 4 yrs 3 mos
Previous Registrations
Edward Jones
May 2012 - June 2022 · 10 yrs 1 mo
Edward JonesBroker
February 2012 - June 2022 · 10 yrs 4 mos
State Registrations34 states
AKARAZCACOCTFLGAIAIDILINKSKYLAMDMEMIMNMOMTNCNDNENJNYORPASCSDTNTXWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.