Dirk Degroot
CRD Number: 2449196Current Firm: United Planners' Financial Services Of America A Limited Partner
Dirk Degroot (CRD# 2449196) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Klamath Falls, OR and has over 30 years of experience in the finance industry.
CRD# 5534284
Msp Wealth Management, LLC
CRD# 4836799
Ameriprise Financial Services, LLC
CRD# 5192467
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Aug 2019 - Current | 4 |
| Degroot Investments Inc. | Klamath Falls, OR | Apr 2019 - Current | 5 |
| Commercial Rental Property | Klamath Falls, OR | Apr 2006 - Current | 18 |
| Landmark Wealth Advisors | Los Angeles, CA | Mar 2020 - Oct 2020 | < 1 |
| Cetera Advisors LLC | Denver, CO | Jan 2013 - Aug 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
- OR
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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