Robert T. Deitrick

POLARIS FINANCIAL PARTNERS

WESTERVILLE, OH 43082

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CRD#: 1158292

Professional summary

Robert Thomas Deitrick, who also goes by Robert T Deitrick, is a registered financial advisor currently at POLARIS FINANCIAL PARTNERS, LLC located in Westerville, Ohio.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Robert has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert T Deitrick

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Thomas Deitrick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 17, 2019 - Present

POLARIS FINANCIAL PARTNERS, LLC

Office #1: 470 Olde Worthington Road Suite 450, Westerville, OH 43082

RIA

CRD#: 299258

WESTERVILLE, OH

Past

February 16, 2010 - February 6, 2024

CADARET, GRANT & CO., INC.

RIA

CRD#: 10641

WESTERVILLE, OH

Past

February 12, 2010 - February 6, 2024

CADARET, GRANT & CO., INC.

CRD#: 10641

WESTERVILLE, OH

Past

April 17, 2006 - March 9, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

WESTERVILLE, OH

Past

April 13, 2006 - March 9, 2010

LPL FINANCIAL LLC

CRD#: 6413

WESTERVILLE, OH

Past

February 26, 2004 - April 11, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

WESTERVILLE, OH

Past

December 18, 2002 - April 11, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

WESTERVILLE, OH

Past

March 8, 1994 - December 10, 2002

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

March 8, 1994 - December 10, 2002

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

January 17, 1984 - March 11, 1994

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

POLARIS FINANCIAL PARTNERS, LLC

CRD#: 299258 / SEC#: 801-132733

RIA

Registered Investment Advisory firm - (5/7/2025 Approved)

Ohio

Registered Investment Advisory firm - (6/5/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(5/17/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/12/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/11/2003

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 3/28/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 1/16/1984

Investment Company Products/Variable Contracts Representative Examination

Current Firm

POLARIS FINANCIAL PARTNERS, LLC

CRD#: 299258 / SEC#: 801-132733

RIA

Registered Investment Advisory firm - (5/7/2025 Approved)

Ohio

Registered Investment Advisory firm - (6/5/2025 Terminated)

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Contact information

Main Address

470 Olde Worthington Road Suite 450, Westerville, OH 43082

Mailing Address

Phone number

(614) 901-3400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

POLARIS FINANCIAL PARTNERS, LLC WRAP FEE PROGRAM (2/19/2026)

ADV PART 2B - WBH (2/19/2026)

ADV PART 2B - RTD (2/19/2026)

ADV PART 2A (2/19/2026)

Regulatory assets under management

Total Number of Accounts	456
AUM (Assets Under Management)	$ 226,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Robert T. Deitrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Thomas Deitrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

POLARIS FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/12/1984

SIE

Date: 10/1/2018

Series 7

Date: 4/11/2003

Series 22

Date: 3/28/1984

Series 6

Date: 1/16/1984

Current Firm

POLARIS FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POLARIS FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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