DPL Financial Partners:

An Insurance Agency Supporting Fee-Based Financial Advisors (RIAs)

Recently Released!!!
Date Published: May 14, 2024
Summary PowerPoint Deck: 57 Slides
Reference PowerPoint Deck: 192 Slides

DPL Financial Partners was founded by David Lau in 2014. DPL Financial Partners is based in Louisville, KY. DPL Financial Partners has two offices, 75 employees, 50 member firm states, 1,098 member firms, 5,500 financial advisor clients, 45,000 financial advisors, & 500,000 clients. DPL Financial Partners is led by its CEO David Lau. DPL Financial Partners is privately owned. Its websites can be found at www.DPLFP.com & www.annuityfix.com.

This research addresses the key historical phases of DPL Financial Partners, including:
  • Development Phase
  • Staffing & Launch Phase
  • Initial Capital Raising Phase
  • Product Expansion Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, member firm states, member firms, financial advisor clients, financial advisors, & clients.

Its profile includes detailed outlines of its core services, including:
  • Member-Only Education
  • Tools & Content
  • Commission-Free Insurance Products
  • Unlimited Access to Insurance Consultants
  • Straight Through Digital Processing
  • Reporting

And its profile concludes with the highlights of its organizational structure & ownership.

Disclosure: Tiburon's Managing Partner is a member of DPL Financial Partners' board of directors.

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