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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Diekmann is an investment advisor representative with Gladstone Wealth Partners. David has been working in the financial industry since August 2009. David is registered to provide investment advisory services in Indiana and Texas. David holds the Series 6, Series 7, Series 63, and Series 65 licenses. Gladstone Wealth Partners is an independent investment advisor firm that provides a range of services to individual and institutional clients, including financial planning, portfolio management, and retirement planning. The firm is separate from and independent of LPL Financial.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services
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
IN
12/16/2022 - Present
Gladstone Wealth Partners (Evansville IN)
IN
08/24/2009 - 11/05/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (EVANSVILLE IN)
IA
Issued 12/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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