Portland Financial Planning Group

Portland Financial Planning Group (CRD# 116168) is a financial advisory firm headquartered in Portland, ME. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ME

Financial Advisors at Portland Financial Planning Group
Showing 1 - 2 of 2 top financial advisors.
1
Brian L. Dietz
CRD#: 3092139
511 Congress Street, Suite 804, Portland, ME 04101
96
Wealthminder
score

Brian Dietz (CRD# 3092139) is an Investment Advisor Representative working at Portland Financial Planning Group in Portland, ME and has over 18 years of experience in the finance industry. Brian Dietz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas S. Rogers
CRD#: 2856866
511 Congress Street, Suite 804, Portland, ME 04101
96
Wealthminder
score

Thomas Rogers (CRD# 2856866) is an Investment Advisor Representative working at Portland Financial Planning Group in Portland, ME and has over 19 years of experience in the finance industry. Thomas Rogers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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