Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dirk? Claim Your ProfileDirk Lebar is an investment advisor representative with Ameriprise Financial Services, LLC. Dirk has been in the financial services industry since 2009. Dirk is registered with the state of Kansas and Texas to offer investment advisory services. Dirk is also licensed to sell securities in Kansas. Dirk has a Series 7, 63, 65, 66 and 10 licenses. Dirk has been with Ameriprise Financial Services, LLC since 2018. Dirk has experience working at various firms, including Edward Jones and Northwestern Mutual Investment Services, LLC.
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.
Asset allocation 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.
1
2
KS
10/01/2024 - Present
Ameriprise Financial Services, LLC (Leawood KS)
MO
08/15/2011 - 02/16/2012
EDWARD JONES (ST. LOUIS MO)
KS
02/20/2009 - 07/25/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LEAWOOD KS)
BOTH
Issued 04/30/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/24/2024
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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