John R. Deitrick

ARD ADVISORY SERVICES

DUBLIN, OH 43016

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CRD#: 4630370

Professional summary

John Robert Deitrick, CFP® is a registered financial advisor currently at ARD ADVISORY SERVICES, LLC located in Dublin, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 5 firms and has passed the Series 7 exam.

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.

1) ADVANCED RETIREMENT DESIGN, LLC - DBA - FOUNDER - START DATE 05/2000 - NON INVESTMENT RELATED - No activity currently. 2) ARD Private Client - DBA - Investment related 7263 Sawmill Rd. Suite 150, Dublin, Ohio 43016. DBA name for advisory services offered through Advanced Retirement Design, LLC. 3) Impact Planning - DBA - Investment related 7263 Sawmill Rd. Suite 150, Dublin, Ohio 43016. DBA name for advisory services offered through Advanced Retirement Design, LLC. 4) ARD Business Advocates; investment related; 7263 Sawmill Road Suite 150 Dublin, Ohio 43016; Officer - start date 2/10/2021; Financial Planning and Business Consulting for Business owners; Approximately 20 hours per month, 5 hours per month during trading. 5) ARD Insurance Services LLC - Sell life insurance and annuities - Paid commissions on Sales - Non Investment Related - Business started 03/2022 - Approximately 5 hours per month, 0 during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Deitrick'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

March 21, 2022 - Present

ARD ADVISORY SERVICES, LLC

Office #1: 7263 Sawmill Rd. Ste 150, Dublin, OH 43016

RIA

CRD#: 318653

DUBLIN, OH

Past

April 17, 2019 - March 21, 2022

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

DUBLIN, OH

Past

February 18, 2010 - April 23, 2019

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

DUBLIN, OH

Past

September 7, 2007 - February 16, 2010

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

DUBLIN, OH

Past

February 24, 2003 - September 9, 2003

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, 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

Ohio
(3/21/2022)

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

General Industry/Product Exam

Series 7

Date: 2/21/2003

General Securities Representative Examination

Current Firm

ARD ADVISORY SERVICES, LLC

CRD#: 318653 / SEC#:

Ohio

Registered Investment Advisory firm - (3/21/2022 Approved)

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Contact information

Main Address

7263 Sawmill Rd. Ste 150, Dublin, OH 43016

Mailing Address

Phone number

(614) 602-6506

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	186
AUM (Assets Under Management)	$ 36,726,126

Red Flags

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

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John R. Deitrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ARD ADVISORY SERVICES, LLC

J. W. COLE ADVISORS, INC.

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

HORTER INVESTMENT MANAGEMENT, LLC

BANC ONE SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 7

Date: 2/21/2003

Current Firm

ARD ADVISORY SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ARD ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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