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Nataleah Dietzmann

37 Years of Experience
Great Falls, MT
Broker

Nataleah Dietzmann is a registered investment advisor at D.A. Davidson & CO., based in Great Falls, MT, with 37 years of industry experience. Nataleah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8 Third Street North, Great Falls, MT, 59401-3104

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
D.A. Davidson & CO.Broker
July 2011 - Present · 14 yrs 10 mos
D.A. Davidson & CO.
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - May 2011 · 1 yr 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2011 · 1 yr 11 mos
Citigroup Global Markets INC.
August 1998 - June 2009 · 10 yrs 10 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
May 1988 - July 1993 · 5 yrs 2 mos
State Registrations2 states
MTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.