Dieter Walters (CRD# 5865262) is an Investment Advisor Representative working at Missionsquare Retirement in Corona, CA and has over 13 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1527744
Transamerica Financial Advisors, Inc.
CRD# 4566630
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Missionsquare Investment Services | Washington, DC | Aug 2022 - Current | 1 |
| Voya Financial Partners, LLC | Corona, CA | Feb 2020 - Aug 2022 | 2 |
| Voya | Corona, CA | Jan 2020 - Aug 2022 | 2 |
| Alerus | Edina, MN | Jan 2019 - Jan 2020 | 1 |
| State Farm Vp Management Corp. | West Jordan, UT | Sep 2018 - Jan 2019 | < 1 |
| State Farm Investment Management Corp | West Jordan, UT | Aug 2018 - Jan 2019 | < 1 |
| Dieter Walters Insurance Agency | West Jordan, UT | Jan 2018 - Jan 2019 | 1 |
| Ridin' Zion LLC | La Verkin, UT | Jan 2017 - Oct 2018 | 1 |
| State Farm Insurance | West Jordan, UT | Aug 2017 - Dec 2017 | < 1 |
| Transamerica Investors Securities Corporation | North Salt Lake, UT | Dec 2014 - Jan 2017 | 2 |
| Transamerica Retirement Solutions | North Salt Lake, UT | Nov 2014 - Jan 2017 | 2 |
| Fidelity Investments | American Fork, UT | Nov 2010 - Nov 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2011 |
- CA
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Total Assets Under Management668MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$668,171,497
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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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