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Randy Michael Deitke

Edelman Financial Engines

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About Randy Michael Deitke

Randy Michael Deitke is an investment advisor representative with Edelman Financial Engines. Randy has been in the financial services industry since 1991. Randy has a Series 63, Series 66, Series 7, Series 8, and Series 24 license. Randy specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for individuals and businesses, and publication of periodicals. Randy is registered with the state of Florida, Illinois, and Texas.

Firm Information

Randy Deitke is currently registered with Edelman Financial Engines. Edelman Financial Engines is a financial advisory firm with approximately $270.8 billion in assets under management, serving a diverse range of clients including individuals, corporations, and institutions. The firm offers a comprehensive suite of financial planning and investment management services, with a particular focus on retirement planning and investment solutions. Headquartered in Santa Clara, California, Edelman Financial Engines boasts a team of over 600 investment advisor representatives and 400 licensed agents dedicated to helping clients achieve their financial goals.
Edelman Financial Engines

3945 FREEDOM CIRCLE

SANTA CLARA, CA 95054

$270.77B

Assets Under Management

448,243

Total Clients

585

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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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other

Set-up fees & related svcs; reimbursements for printed materials

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Randy Deitke’s Registration & Firm History

IL

11/16/2016 - Present

Edelman Financial Engines (OAKBROOK TERRACE IL)

IL

05/16/2006 - 08/03/2007

VESTOR CAPITAL SECURITIES CORPORATION (CHICAGO IL)

IL

12/01/2005 - 02/01/2006

CCO INVESTMENT SERVICES CORP. (ROLLING MEADOWS IL)

OH

09/14/2005 - 12/01/2005

CHARTER ONE SECURITIES, INC. (CLEVELAND OH)

NE

07/23/2004 - 09/08/2004

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

NE

01/01/1992 - 07/16/2004

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

NA

09/05/1991 - 11/25/1991

GUARDIAN INTERNATIONAL SECURITIES CORP.

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Licenses & Designations

BOTH

Issued 09/12/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/15/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/1996

Series 24 - General Securities Principal Examination

BC

Issued 02/10/1993

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 09/04/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Randy Michael Deitke.
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