Larry Dietz is a ChFC-designated registered investment advisor, based in South Bend, IN, with 41 years of industry experience.
Location
5775 Nimtz Pkwy, Ste 110, South Bend, IN, 46628
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Larry is affiliated with Dietz NextStage Financial Management, an insurance agency, selling various life and disability insurance products, dedicating about a quarter of his time to this. He also works as a notary in South Bend, IN.
Employment History
Current Registrations
Benefit Funding Services, LLC
United Advisor Group
Benefit Funding Services, LLCBroker
Previous Registrations
LPL Financial LLC
Mariner Independent
LPL Financial LLCBroker
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
MML Investors Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Nml Equity Services, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.