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Diane Coe Dercher

Rubinbrown Advisors LLC

Leawood, KS

CRD 2096711

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Employer firm

Rubinbrown Advisors LLC CRD 116909

$3.86B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING

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

Current Employers
Rubinbrown Advisors Llc

7676 Forsyth Blvd. Suite 2100, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-05-01
  • KS RA
    APPROVED
    Since 2020-05-01

Branch Locations

4000 W. 114Th Street Suite 160, Leawood, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Management Advisors, Inc. Leawood KS 03/2011 04/2020
Rubinbrown Advisors Llc Leawood KS 05/2020 Present
  • 03/2011 → 04/2020
    Wealth Management Advisors, Inc.
    Leawood, KS
  • 05/2020 → Present
    Rubinbrown Advisors Llc
    Leawood, KS
Previous Registrations
  • 2012-02-20 → 2020-05-06
    Wealth Management Advisors Inc
    Leawood, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-17
  • S65 Uniform Investment Adviser Law Examination
    2012-02-17
Designations
  • Certified Financial Planner
Other Names
  • Diane S Coe

View on SEC IAPD

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COREY RANDALL BIERL
JASON BRETT COLE
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LPL FINANCIAL LLC · LEAWOOD, KS
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