Jeffrey Dierksheide, financial advisor Brandon FL
71 score

Jeffrey Dierksheide

CRD Number: 5927331
Current Firm: Cuso Financial Services, LP

Jeffrey Dierksheide (CRD# 5927331) is an Investment Advisor Representative working at Cuso Financial Services, LP in Brandon, FL and has over 6 years of experience in the finance industry.

Similar Advisors
Matthew Bacchiochi, financial advisor Brandon FL
Matthew T. Bacchiochi
CRD# 6038980
Gavin Management Group, Inc.
Score
103
Similar Advisors
Kimberly Overman, financial advisor Brandon FL
Kimberly D. Overman
CRD# 1360183
The Financial Well, Inc.
Score
103
Similar Advisors
Derek Pilecki, financial advisor Brandon FL
Derek S. Pilecki
CRD# 2254221
Gator Capital Management, LLC
Score
103
Company Name Location Dates Years
Grow Financial Federal Credit Union Brandon, FL Oct 2016 - Current 1
Cuso Financial Services Inc. San Diego, CA May 2014 - Current 3
Allegacy Federal Credit Union Winston-salem, NC Sep 2015 - Oct 2016 1
Suncoast Credit Union Naples, FL Apr 2014 - May 2014 < 1
Cuna Brokerage Services, Inc. Waverly, IA Apr 2014 - May 2014 < 1
Cuso Financial Services, LP San Diego, CA Jan 2012 - Apr 2014 2
Edward Jones St Louis, MO Jun 2011 - Nov 2011 < 1
Wiltshire Cleaners Ft Myers, FL Apr 2008 - Jun 2011 3
Bishop Verot High School Ft Myers, FL Nov 2008 - Feb 2011 2
Wells Fargo Home Mortgage Ft Myers, FL Sep 2007 - Apr 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey S. Dierksheide
Phone Number: 858-530-4400
Registered State(s):
  • FL
  • OH
By the Numbers
  • Total Assets Under Management
    1,808
    MILLIONS
  • Total Number of Accounts
    9,438
    ACCOUNTS
  • Average Account Value
    $191,594
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
  • Selection of other advisers (including private fund managers)
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
71

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.