Angelina Dietz (CRD# 3137242) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Nashua, IA and has over 24 years of experience in the finance industry.
CRD# 5204878
Cetera Investment Advisers LLC
CRD# 7024332
Edward Jones
CRD# 2275932
Accel Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2021 - Current | 2 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2021 - Current | 2 |
| Fbl Financial Group | West Des Moines, IA | Jul 2020 - Nov 2021 | 1 |
| Fbl Marketing Services | West Des Moines, IA | Jul 2020 - Nov 2021 | 1 |
| Tiaa | Cedar Falls, IA | Jul 2018 - Jul 2020 | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | Cedar Falls, IA | Jul 2018 - Jul 2020 | 2 |
| Cetera Investment Services | St Cloud, MN | Dec 2014 - Jul 2018 | 3 |
| Cetera Investment Advisers | Waverly, IA | Dec 2014 - Jul 2018 | 3 |
| State Bank | Waverly, IA | Dec 2014 - Jul 2018 | 3 |
| Mary Kay | Nashua, IA | Nov 2013 - Jan 2015 | 1 |
| Transamerica Financial Advisors, Inc. | Nashua, IA | Jan 2014 - Dec 2014 | < 1 |
| Powell Financial Group | Bettendorf, IA | Nov 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2004 |
- IA
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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