Robert Deitrick has been CEO, Managing Member of Polaris Financial Partners since January 2003, is a control person of the firm and directly owns 75% or more of it. Robert Deitrick holds a Degree in Finance and Economics from The Ohio State University.
Polaris Financial Partners, LLC is a Westerville, OH firm with $226M under management, 145 clients and 3 advisers in one office, as of its April 2026 filing.
Bob Deitrick is CEO, Managing Partner of Polaris Financial Partners. He is the principal owner of the firm and has been a financial planning professional for 31 years, having started his career with CIGNA Financial Services, which later became Lincoln Financial Group. He is co-author of the book "Bulls, Bears and the Ballot Box", published in 2012.
Robert Deitrick’s longest registration was 13 years at Cadaret Grant & Co Inc (2010–2024). Before joining Polaris Financial Partners in 2019, Robert Deitrick was registered through Cadaret Grant & Co Inc and LPL Financial Corporation.
- – present · 7 yearsWesterville, OH · Adviser representative · Firm CRD 299258
- Cadaret Grant & Co Inc– · 13 yearsWesterville, OH · Adviser representative · Firm CRD 10641
- LPL Financial Corporation– · 3 yearsWesterville, OH · Adviser representative · Firm CRD 6413
- Raymond James Financial Services– · 2 yearsWesterville, OH · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
Robert Deitrick is registered as an investment adviser representative in Ohio, since May 2019.
- OhioSince 17 May 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 11 April 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 June 1984 |
| Series 22 | Direct Participation Programs Representative Examination | 28 March 1984 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 January 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Thomas Deitrick
- CRD
- 1158292
- Firm
- Polaris Financial Partners · CRD 299258
- Role
- CEO, Managing Member
- Office
- 470 OLDE WORTHINGTON ROAD SUITE 450, Westerville, OH 43082
- Registration
- Investment adviser registration
- In the industry since
- January 1984
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- polarisfinancial.net
Where does Robert Deitrick work?
Robert Deitrick has been CEO, Managing Member of Polaris Financial Partners, LLC since January 2003, and is a control person of the firm.
Is Robert Deitrick a financial advisor?
Yes. Robert Deitrick has a current investment-adviser registration in Ohio, through Polaris Financial Partners since May 2019.
How many years of experience does Robert Deitrick have?
Robert Deitrick has 42 years in the financial industry, since January 1984, across 4 adviser firms.
What exams has Robert Deitrick passed?
Robert Deitrick has passed 4 licensing exams: the Series 6, Series 22, Series 63 and Series 7. The earliest, the Series 6, was passed in January 1984. FINRA credited Robert Deitrick with the SIE, which began in October 2018.
Where did Robert Deitrick work before Polaris Financial Partners?
Before Polaris Financial Partners, Robert Deitrick was registered through LPL Financial Corporation, April 2006 to March 2010; Raymond James Financial Services, February 2004 to April 2006.
Where is Robert Deitrick based?
Robert Deitrick’s registered office is in Westerville, OH.
Is Robert Deitrick registered with FINRA?
No. Robert Deitrick has no current broker registration.
How can I verify Robert Deitrick’s record?
Search CRD 1158292 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Deitrick’s full registration record.
