Dirk T. Murray

SENTINEL WEALTH STRATEGIES

Idaho Falls, ID 83402

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CRD#: 3030130

Professional summary

Dirk Thompson Murray is a registered financial advisor currently at SENTINEL WEALTH STRATEGIES located in Idaho Falls, Idaho.

Dirk is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Dirk has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Dirk Thompson Murray's 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

February 17, 2017 - Present

SENTINEL WEALTH STRATEGIES

Office #1: 1075 S. Utah Avenue Suite 319, Idaho Falls, ID 83402

RIA

CRD#: 285889

Idaho Falls, ID

Past

March 17, 2016 - August 9, 2017

SOWELL MANAGEMENT

RIA

CRD#: 127145

Idaho Falls, ID

Past

June 24, 2014 - December 31, 2015

SOWELL MANAGEMENT

RIA

CRD#: 127145

IDAHO FALLS, ID

Past

April 8, 2009 - June 13, 2014

INTERMOUNTAIN WEALTH MANAGEMENT, INC.

RIA

CRD#: 148646

IDAHO FALLS, ID

Past

July 29, 2004 - April 14, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

IDAHO FALLS, ID

Past

July 19, 2004 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 19, 2004 - April 14, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

IDAHO FALLS, ID

Past

March 1, 2001 - July 24, 2001

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Past

April 27, 1998 - April 6, 1999

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

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

Idaho
(2/17/2017)

IAR

Montana
(2/21/2017)

IAR

Nevada
(2/10/2022)

IAR

Texas
(12/2/2024)

IAR

Utah
(4/6/2017)

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

IAR

Series 66

Date: 7/28/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/13/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/16/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/24/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SENTINEL WEALTH STRATEGIES

SENTINEL WEALTH STRATEGIES | SENTINEL WEALTH STRATEGIES LLC

CRD#: 285889 / SEC#:

Idaho

Registered Investment Advisory firm - (1/16/2017 Approved)

Montana

Registered Investment Advisory firm - (1/30/2017 Approved)

Nevada

Registered Investment Advisory firm - (2/10/2022 Approved)

Texas

Registered Investment Advisory firm - (12/2/2024 Conditional Restricted)

Utah

Registered Investment Advisory firm - (4/6/2017 Approved)

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Contact information

Main Address

1075 S. Utah Avenue Suite 319, Idaho Falls, ID 83402

Mailing Address

Phone number

(208) 538-0214

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	428
AUM (Assets Under Management)	$ 29,519,029

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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Dirk T. Murray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dirk Thompson Murray's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOWELL MANAGEMENT

SOWELL MANAGEMENT

INTERMOUNTAIN WEALTH MANAGEMENT, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM VP MANAGEMENT CORP.

STATE FARM VP MANAGEMENT CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/28/2004

Series 63

Date: 2/13/2001

Series 7

Date: 7/16/2004

Series 6

Date: 4/24/1998

Current Firm

SENTINEL WEALTH STRATEGIES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SENTINEL WEALTH STRATEGIES

TRUST BUT VERIFY

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