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Jeff Dierksheide

Financial Advisor

CUSO Financial Services, L.P.
13305 N. Dale Mabry Hwy.
Tampa, FL 33618
Office: 813.832.2099, ext. 4306
Mobile: 813.309.6168
Fax: 813.387.1661
Email: jeff.dierksheide@growfinancial.org
Serving Stores: Carrollwood and Lutz
Serving States: Florida, Maryland and Ohio

Throughout his career as a financial advisor, Jeff has only served the credit union community, and this personal tradition continued when he joined Grow in 2016.

A graduate of The Ohio State University, his professional certifications as an investment advisor include both a Series 7 and a Series 66 license, and he is also licensed with the State of Florida Department of Insurance.

What inspires Jeff is how he can make a difference in the lives of our members by coming to understand the unique financial needs of each individual and making recommendations in their best interests.

Jeff has resided in South Florida since 2005, which provides him with ample opportunities to enjoy his passion for the outdoors, especially jogging, hiking and long days at the beach. He is also very active in his local church, his community and in the lives of his family. Together, he and his wife have raised three sons, a daughter, and are proud grandparents.

Let Jeff help build a personal plan to meet your needs, whether you’re planning for retirement, saving for college, protecting your wealth or transitioning through a major life event.

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Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.