Jeffrey Scott Dierksheide

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 05/2025
  Cuso Financial Services Inc.
  San Diego, CA
• 09/2015 → 10/2016
  Allegacy Federal Credit Union
  Winston-Salem, NC
• 10/2016 → Present
  Grow Financial Federal Credit Union
  Brandon, FL
• 05/2025 → Present
  Lpl Financial Llc
  Tampa, FL

Previous Registrations

• 2014-05-19 → 2025-05-15
  Cuso Financial Services, L.P.
  San Diego, CA
  Columbus, OH
  Westerville, OH
  Winston Salem, NC
  Greensboro, NC
  King, NC
  Lakeland, FL
  Tampa, FL
  Wesley Chapel, FL
  Brandon, FL
  Brandon, FL
  Tampa, FL
  Bradenton, FL
  Clearwater, FL
  Bradenton, FL
  Tampa, FL
  Lutz, FL
• 2012-01-18 → 2014-05-05
  Cuso Financial Services, L.P.
  Columbus, OH
  Westerville, OH
• 2011-08-02 → 2011-11-28
  Edward Jones
  St Louis, MO
  Ft Myers, FL
  Ft Myers, FL
  Ft Myers, FL

Other Businesses

1- 05/15/2025 - Grow Financial Investment Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/23/2025 - 160 hours per month/ during trading 2- 05/15/2025 - Real Estate Rental - Owner - Investment Related - Ft. Meyers, FL - Start Date 01/02/2019 - 1 hour per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2011-07-29