Richard Paul Dirkse
CFP®Professional Summary
Richard Paul Dirkse, CFP®, who also goes by Rick Dirkse, is a registered financial advisor currently at ROCKWALL WEALTH MANAGEMENT located in Rockwall, Texas. Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Richard has worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Rick Dirkse
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
ROCKWALL WEALTH MANAGEMENT | ROCKWALL WEALTH MANAGEMENT INC
Contact Information
Main Address
301 N Goliad, Rockwall, TX 75087Phone Number
(972) 771-1472# of Employees
4SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,273AUM (Assets Under Management)
$305,459,947Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ROCKWALL WEALTH MANAGEMENT | ROCKWALL WEALTH MANAGEMENT INC
State Registrations and Notice Filings
(3/20/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 1987About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Richard Paul Dirkse's CRS (Customer Relationship Summary).
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