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KD

Kirk L. Dietrick

ROBINHOOD ASSET MANAGEMENT
Flower Mound, TX
Some features on this profile are disabled
CRD#: 5467271
KD

Professional summary

Kirk Lonnie Dietrick, who also goes by Kirk Lonnie Dietrick, Kirk Dietrick, is a registered financial advisor currently at ROBINHOOD ASSET MANAGEMENT located in Flower Mound, Texas and TRADE-PMR INC. located in Clearwater, Florida.

Kirk is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Kirk has worked at 7 firms and has passed the Series 66, Series 99TO, Series 62, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kirk Lonnie Dietrick | Kirk Dietrick

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 Kirk Lonnie Dietrick'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

February 11, 2026 - Present

ROBINHOOD ASSET MANAGEMENT

RIA
CRD#: 323736
Flower Mound, TX
Current

January 6, 2026 - Present

TRADE-PMR INC.

Office #1: 13945 Evergreen Avenue, Clearwater, FL 33762
BD
CRD#: 46350
CLEARWATER, FL
Past

November 4, 2024 - September 18, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
Argyle, TX
Past

November 4, 2024 - September 18, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

August 28, 2024 - November 20, 2024

LPL ENTERPRISE, LLC

RIA
CRD#: 8733
Argyle, TX
Past

March 18, 2024 - September 18, 2025

LPL ENTERPRISE, LLC

BD
CRD#: 8733
FORT MILL, SC
Past

February 2, 2022 - January 10, 2024

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Westlake, TX
Past

February 2, 2022 - January 10, 2024

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Westlake, TX
Past

July 26, 2021 - December 13, 2021

LPL FINANCIAL LLC

RIA
CRD#: 6413
Sun City West, AZ
Past

July 23, 2021 - December 13, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

July 25, 2011 - September 17, 2020

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
EAST HANOVER, NJ
Past

June 20, 2011 - September 17, 2020

M HOLDINGS SECURITIES, INC.

RIA
CRD#: 43285
Nashville, TN
Past

March 13, 2008 - June 24, 2009

EDWARD JONES

RIA
CRD#: 250
BEAVERTON, OR
Past

February 14, 2008 - June 24, 2009

EDWARD JONES

BD
CRD#: 250
BEAVERTON, OR

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".
RA
ROBINHOOD ASSET MANAGEMENT
RAM | ROBINHOOD STRATEGIES | ROBINHOOD ASSET MANAGEMENT, LLC | ROBINHOOD ASSET MANAGEMENT

CRD#: 323736 / SEC#: 801-127371

RIA
Registered Investment Advisory firm - (1/14/2025 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
California
(2/12/2026)
RR
Texas
(1/6/2026)
IAR
Texas
(2/11/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/29/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 11/4/2024
Operations Professional Examination
General Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/13/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 12/19/2013
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/16/2011
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

RA
ROBINHOOD ASSET MANAGEMENT
RAM | ROBINHOOD STRATEGIES | ROBINHOOD ASSET MANAGEMENT, LLC | ROBINHOOD ASSET MANAGEMENT

CRD#: 323736 / SEC#: 801-127371

RIA
Registered Investment Advisory firm - (1/14/2025 Approved)
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Contact information

Main Address
85 Willow Road, Menlo Park, CA 94025
Mailing Address
Phone number
650-940-2700 EXT 31450
Established
Firm type
Fiscal year end
# of Employees
56

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RAM FORM ADV PART 2A CLIENT BROCHURE (11/7/2025)

Regulatory assets under management

Total Number of Accounts81,015
AUM (Assets Under Management)$ 158,695,275

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
06/25/2025
Cover Page
Report

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.

Company Information

ROBINHOOD ASSET MANAGEMENT

CRD#: 323736Flower Mound, TX

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