Matthew Dietzenbach (CRD# 7222869) is an Investment Advisor Representative working at Principal Securities, Inc. in Calmar, IA and has over 3 years of experience in the finance industry.
CRD# 5494235
Edward Jones
CRD# 5914520
Primerica Advisors
CRD# 6458287
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dietzenbach Financial | Lawler, IA | Jun 2020 - Current | 3 |
| Principal Life Insurance Company | Lawler, IA | Mar 2020 - Current | 4 |
| Principal Securities Inc. | Lawler, IA | Mar 2020 - Current | 4 |
| Dietzenback Financial | Lawler, IA | Jan 2020 - Mar 2020 | < 1 |
| South Winn Insurance | Calmar, IA | Nov 2019 - Dec 2019 | < 1 |
| Advance Training | Calmar, IA | Jan 2015 - Oct 2019 | 4 |
| Citizens Savings Bank | Spillville, IA | Sep 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- IA
-
Total Assets Under Management12,106MILLIONS
-
Total Number of Accounts54,844ACCOUNTS
-
Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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