Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Dierks is a financial advisor with over 30 years of experience in the industry. Charles is currently registered with Osaic Wealth, Inc. in Kansas and Texas. Charles specializes in providing financial planning services, pension consulting, and educational seminars. Charles holds the Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Charles is committed to providing personalized financial advice and helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
01/24/2025 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
IN
07/23/1998 - 04/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MO
05/19/1997 - 07/22/1998
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
02/26/1990 - 05/20/1997
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 03/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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