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Advisors / Indiana / Vincennes
29yrs

Dirk Yoder

Financial advisor at Cetera Investment Advisers

Based in Vincennes, Indiana, Dirk Yoder is a fiduciary financial advisor with 29 years of industry experience. Dirk has been with Cetera Investment Advisers since 2008. Dirk holds the CPA/PFS designation.

One of 18 advisors with offices in Vincennes, and one of 15 fiduciaries.

Vincennes, IN 47591CPA/PFSTop 17% by experience in IndianaFiduciary advisor

At a glance

Experience29 years (since 1997)
How that compares ?Top 17% by experience in Indiana
Office424 Vigo St PO Box 883, Vincennes, IN 47591
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CPA/PFS

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2008 – now

Questions to ask Dirk

Tailored to Dirk’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Dirk

How do I contact Dirk?

Call Cetera Investment Advisers at 310-257-7880 and ask for Dirk Yoder. Dirk works from the Vincennes, IN office.

How long has Dirk been a financial advisor?

Dirk has been in the industry since 1997, about 29 years. Top 17% by experience in Indiana.

What licenses does Dirk hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Dirk a fiduciary?

Dirk is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Dirk paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dirk for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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