David Diekmann (CRD# 5689642) is an Investment Advisor Representative working at Gladstone Wealth Partners in Evansville, IN and has over 14 years of experience in the finance industry.
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 6283465
Donaldson Capital Management LLC
CRD# 5466140
Donaldson Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Evansville, IN | Nov 2021 - Current | 2 |
| Gladstone Wealth Group | Chester, NJ | Nov 2021 - Current | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jul 2010 - Nov 2021 | 11 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2009 - Nov 2021 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2009 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- IN
- TX
-
Total Assets Under Management4,004MILLIONS
-
Total Number of Accounts15,270ACCOUNTS
-
Average Account Value$262,205
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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