Perry Diede
Perry Diede is a CFP-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Rochester, MN, with 36 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
1741 Second Street Sw, Rochester, MN, 55902
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
Perry is an insurance agent with IFC National Marketing since 2020 and Perry Diede since 2012, selling non-variable insurance. He is also the principal and owner of Catalyst Financial Strategies, LLC, a marketing DBA and pass-through LLC.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Previous Registrations
Investment Advisors
Proequities, INC.Broker
LPL Financial Corporation
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLCBroker
Wealth Enhancement Advisory Services, LLC
Sii Investments, INC.Broker
Geneos Wealth Management, INC.Broker
Cambridge Investment Research, INC.Broker
Pmg Securities CorporationBroker
Nationwide Investment Services CorporationBroker
Nationwide Advisory Services, INC.Broker
Investors Brokerage Services, INC.Broker
Nylife Securities INC.Broker
State Registrations7 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.