Robert James Diekema
Investment adviser representative at LPL Financial LLC
16 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial LLCJul 2021 to now
- Jesse LangschiedJan 2019 to Jul 2021
- Waddell and Reed IncJan 2019 to Jul 2021
- Kevin GardenierJan 2018 to Jan 2019
- Purposeful Wealth StrategiesAug 2017 to Dec 2018
- Various Insurance Carriers for W & R Insurance AgenciesOct 2014 to Jul 2021
- Waddell & Reed IncOct 2014 to Aug 2017
- Nylife Securities LLCOct 2010 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5826849
- Firm CRD
- 6413