Dirk Yoder, financial advisor Vincennes IN

Dirk Yoder

CRD Number: 2932268
Current Firm: Cetera Investment Advisers LLC

Dirk Yoder (CRD# 2932268) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vincennes, IN and has over 26 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jul 2008 - Current 15
Cetera Financial Specialists LLC Schaumburg, IL Jun 1997 - Current 26
Dirk A. Yoder,cpa Vincennes, IN Dec 1983 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Dirk A. Yoder
Phone Number: 310-257-7880
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    104,469
    MILLIONS
  • Total Number of Accounts
    423,554
    ACCOUNTS
  • Average Account Value
    $246,648
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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