Angelina DietzCRD Number: 3137242
Current Firm: Cetera Investment Advisers LLC
Angelina Dietz (CRD# 3137242) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waverly, IA and has over 17 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Cetera Investment Services||St Cloud, MN||Dec 2014 - Current||3|
|Cetera Investment Advisers||Waverly, IA||Dec 2014 - Current||3|
|State Bank||Waverly, IA||Dec 2014 - Current||3|
|Mary Kay||Nashua, IA||Nov 2013 - Current||4|
|Transamerica Financial Advisors, Inc.||Nashua, IA||Jan 2014 - Dec 2014||< 1|
|Powell Financial Group||Bettendorf, IA||Nov 2013 - Dec 2014||1|
|Unemployed||Nashua, IA||Oct 2013 - Nov 2013||< 1|
|Cuna Brokerage Services, Inc.||Waverly, IA||Mar 1998 - Sep 2013||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2000|
|S65||NASAA Investment Advisors Law Examination||Jun 2004|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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)
- Educational seminars/workshops