Douglas Merle Dirks
Investment adviser representative at Bearing Point Capital
26 yearsExperience
1 stateRegistered in
$1.1BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Bearing Point CapitalAug 2024 to now
- Morgan Stanley Private Bank, N.A.Feb 2018 to now
- Morgan StanleyFeb 2018 to Aug 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2018
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
- Wells Fargo BankDec 2000 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MN).
Bearing Point Capital
Legal name: Bearing Point Capital, LLC
$1.1BAssets managed
236Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4068542
- Firm CRD
- 332023