David A Diekmann
Investment adviser representative at Gladstone Wealth Partners
17 yearsExperience
2 statesRegistered in
$5.7BFirm assets
11 yearsFirm in business
Are you David A Diekmann? Claim your profile
Contact this firm
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
17 years in the industry.
- Gladstone Wealth PartnersNov 2021 to now
- Gladstone Wealth GroupNov 2021 to now
- LPL Financial LLCNov 2021 to now
- Cambridge Investment Research Advisors, Inc.Jul 2010 to Nov 2021
- Cambridge Investment Research, Inc.Aug 2009 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Gladstone Wealth Partners
Legal name: Gladstone Institutional Advisory LLC
$5.7BAssets managed
8,385Clients
103Advisers
11 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
- 5689642
- Firm CRD
- 250787