Katherine Dietz, financial advisor Cody WY

Katherine Dietz

CRD Number: 4354160
Current Firm: Waddell & Reed

Katherine Dietz (CRD# 4354160) is an Investment Advisor Representative working at Waddell & Reed in Cody, WY and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Waddell & Reed, Inc. Billings, MT Nov 2017 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Billings, MT Nov 2017 - Current 2
Knd, LLC Billings, MT Jan 2014 - Current 6
Mountain West Farm Bureau Insurance & Farm Bureau Fin Svcs Billings, MT Oct 2012 - Nov 2017 5
Fbl Marketing Serv LLC West Des Moines, IA Oct 2012 - Nov 2017 5
Montana Naifa Billings, MT Jan 2007 - Nov 2017 10
Northwestern Mutual Investment Services, LLC Billings, MT Apr 2002 - Oct 2012 10
Northwestern Mutual Life Insurance Company Milwaukee, WI Dec 2001 - Oct 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
Contact Info for Katherine N. Dietz
Phone Number: 913-236-2000
Registered State(s):
  • CA
  • CO
  • FL
  • GA
  • ID
  • IA
  • MN
  • MO
  • MT
  • NV
  • NM
  • NC
  • ND
  • SD
  • UT
  • WA
  • WY
By the Numbers
  • Total Assets Under Management
    21,207
    MILLIONS
  • Total Number of Accounts
    169,956
    ACCOUNTS
  • Average Account Value
    $124,780
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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