Wendy DietmeierCRD Number: 1950908
Current Firm: Cambridge Investment Research Advisors, Inc.
Wendy Dietmeier (CRD# 1950908) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lanark, IL and has over 7 years of experience in the finance industry.
Mcdevitt & Bird Investment Management Co
Raymond James Financial Services Advisors, Inc.
Dahl Financial Services, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jul 2017 - Current||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jul 2017 - Current||< 1|
|Unemployed||Orangeville, IL||Dec 2016 - Jun 2017||< 1|
|Fifth Third Securities||Freeport, IL||May 2010 - Nov 2016||6|
|Fifth Third||Freeport, IL||Jun 2001 - May 2010||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2010|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- 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)
- Market timing services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY