Nancy Dietz, financial advisor Pierre SD
93 score

Nancy Dietz

CRD Number: 4449470
Current Firm: Wells Fargo Advisors Financial Network, LLC

Nancy Dietz (CRD# 4449470) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Pierre, SD and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network LLC Pierre, SD Mar 2007 - Current 9
Financial Solutions Pierre, SD Mar 2006 - Mar 2007 1
Intersecurities, Inc. (16164) Pierre, SD Aug 2001 - Mar 2007 5
Life Investors Pierre, SD Apr 2000 - Mar 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Nancy A. Dietz
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • SD
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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