Kendra DietrichCRD Number: 7286983
Current Firm: Ameriprise Financial Services, LLC
Kendra Dietrich (CRD# 7286983) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Elizabethtown, PA and has 1 year of experience in the finance industry.
Thrivent Investment Management Inc.
Wells Fargo Clearing Services, LLC
Foresight Financial Planning LLC
|Ameriprise Financial Services, LLC||Elizabethtown, PA||Oct 2021 - Current||< 1|
|Landis Financial Advisors, Inc.||Lancaster, PA||May 2021 - Aug 2021||< 1|
|Liberty University||Lynchburg, VA||Aug 2017 - May 2021||3|
|Massmutual||Lynchburg, VA||Sep 2020 - Nov 2020||< 1|
|Rotz & Stonesifer Financial Services, LLC||Chambersburg, PA||May 2020 - Jul 2020||< 1|
|Chambersburg Recreation Department||Chambersburg, PA||May 2016 - Jul 2019||3|
|Chambersburg Area Senior High School||Chambersburg, PA||Aug 2013 - May 2017||3|
|Bruster's Real Ice Cream||Chambersburg, PA||Apr 2015 - Oct 2015||< 1|
|Chambersburg Area Middle School South||Chambersburg, PA||Sep 2011 - Aug 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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