Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Eric Drenckpohl is a financial advisor who has been in the industry since 2004. He is currently registered with Assetmark, Inc., a firm headquartered in Concord, California, and offers a range of financial services to clients, including portfolio management, investment advisory, and financial planning. Douglas has a proven track record of success in the financial services industry, with experience working with clients across various industries. Douglas is committed to providing his clients with personalized financial advice that helps them 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
CA
04/19/2022 - Present
Assetmark, Inc. (CONCORD CA)
WI
01/06/2020 - 04/11/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Brookfield WI)
WI
02/17/2016 - 02/20/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
02/17/2016 - 02/20/2018
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WI
02/09/2016 - 02/20/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
08/20/2010 - 02/20/2018
SII INVESTMENTS, INC. (APPLETON WI)
CO
03/20/2008 - 09/01/2010
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
09/15/2006 - 03/14/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (LONE TREE CO)
CO
01/02/2003 - 09/19/2006
EDWARD JONES (CENTENNIAL CO)
BOTH
Issued 11/27/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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