Steven Dietz, financial advisor Omaha NE

Steven Dietz

CRD Number: 2509458
Current Firm: Secure Estate Solutions

Steven Dietz (CRD# 2509458) is an Investment Advisor Representative working at Secure Estate Solutions in Omaha, NE and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
David Fiala, Ltd. D.b.a. Futuresone Lincoln, NE Oct 2003 - Current 18
Andorra Capital, LLC Omaha, NE Feb 2003 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S65 NASAA Investment Advisors Law Examination May 2003
Contact Info for Steven R. Dietz
Phone Number: 402-434-2412
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    31
    MILLIONS
  • Total Number of Accounts
    273
    ACCOUNTS
  • Average Account Value
    $113,187
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, NE

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