Katherine Dietz, financial advisor Billings MT

Katherine Dietz

CRD Number: 4354160
Current Firm: Lpl Financial LLC

Katherine Dietz (CRD# 4354160) is an Investment Advisor Representative working at Lpl Financial LLC in Billings, MT and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Billings, MT Jul 2021 - Current 2
Waddell & Reed, Inc. Billings, MT Nov 2017 - Jul 2021 3
Various Insurance Carriers For W&r Insurance Agencies Billings, MT Nov 2017 - Jul 2021 3
Knd, LLC Billings, MT Jan 2014 - Jul 2021 7
Fbl Marketing Serv LLC West Des Moines, IA Oct 2012 - Nov 2017 5
Mountain West Farm Bureau Insurance & Farm Bureau Fin Svcs Billings, MT Oct 2012 - Nov 2017 5
Montana Naifa Billings, MT Jan 2007 - Nov 2017 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
Contact Info for Katherine N. Dietz
Phone Number: 704-733-3300
Registered State(s):
  • AR
  • CA
  • CO
  • FL
  • GA
  • ID
  • IA
  • LA
  • MN
  • MO
  • MT
  • NM
  • ND
  • SD
  • TX
  • UT
  • WA
  • WY
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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