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Diane Coe Dercher

Rubinbrown Advisors LLC

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About Diane Coe Dercher

Diane Dercher is a financial advisor with Rubinbrown Advisors LLC, a firm that provides investment advisory services. Diane has been a financial advisor since March 2011 and has a Series 65 license. Diane is a Certified Financial Planner and specializes in providing financial advice to individuals, businesses, and charitable organizations. The firm manages approximately $3,093,242,655 in assets for clients.

Firm Information

Diane Dercher is currently registered with Rubinbrown Advisors LLC. RubinBrown Advisors LLC is an investment advisor based in St. Louis, MO. The firm provides financial planning, portfolio management for businesses and individuals, and other consulting services. They have a total of $3,093,242,655 in regulatory assets under management, of which $6,137,541 is discretionary. They primarily serve high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Rubinbrown Advisors LLC

7676 FORSYTH BLVD.

ST. LOUIS, MO 63105

$3.09B

Assets Under Management

10

Total Clients

20

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Diane Dercher’s Registration & Firm History

KS

05/01/2020 - Present

Rubinbrown Advisors LLC (LEAWOOD KS)

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Licenses & Designations

IA

Issued 02/17/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Diane Coe Dercher.
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