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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-08 |
| KS | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
10851 Mastin Street Suite 950, Overland Park, KS 66210-1669 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Overland Park | KS | 07/1998 | 01/2025 |
| Osaic Wealth, Inc. | Overland Park | KS | 01/2025 | Present |
1)CHARLES DIERKS II - 10851 MASTIN STREET, SUITE 950, OVERLAND PARK, KS 66210 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: MARKETING AND SALES OF ACCIDENT INSURANCE, HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, PREMIUM FINANCING, AND TRADITIONAL LIFE INSURANCE START DATE: 8/1/1998 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 10 UPDATE FORM BR: YES WEBSITE ADDRESS: LFAKANSASCITY.COM . 2)DIERKS FINANCIAL, 10851 MASTIN ST. SUITE 950, OVERLAND PARK, KS 66210 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: CREATED ENTITY AS A REQUIREMENT FOR PAYROLL ADMINISTRATION FOR CURRENT STAFF. START DATE: 01/01/2017 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-29 |
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