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Angelina Dietz

26 Years of Experience
Nashua, IA
Broker

Angelina Dietz is a registered investment advisor, based in Nashua, IA, with 26 years of industry experience.

Location

Nashua, IA

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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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Other Business Activities

Angelina is an administrative representative of an RIA, an employee at Vision Financial Group, and a W2 employee at Financial Integrators. She also volunteers as treasurer for Iowa Women of Today, president and board member for Nashua Women of Today, and president and board member for Gateway to Northeast Iowa Welcome Center.

Employment History
Current Registrations
Cambridge Investment Research, INC.
November 2021 - Present · 4 yrs 6 mos
Cambridge Investment Research, INC.Broker
November 2021 - Present · 4 yrs 6 mos
Cambridge Investment Research Advisors, INC.
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Fbl Marketing Services, LLCBroker
July 2020 - November 2021 · 1 yr 4 mos
Fbl Wealth Management, LLC
July 2020 - November 2021 · 1 yr 4 mos
Advice and Planning Services
August 2018 - July 2020 · 1 yr 11 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2018 - July 2020 · 1 yr 11 mos
Cetera Investment Services LLCBroker
December 2014 - July 2018 · 3 yrs 7 mos
Cetera Investment Advisers LLC
December 2014 - July 2018 · 3 yrs 7 mos
Transamerica Financial Advisors, INC.
January 2014 - December 2014 · 11 mos
Transamerica Financial Advisors, INCBroker
January 2014 - December 2014 · 11 mos
CUNA Brokerage Services, INC.
June 2004 - October 2013 · 9 yrs 4 mos
CUNA Brokerage Services, INC.Broker
September 1999 - October 2013 · 14 yrs 1 mo
State Registrations1 state
IA
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.
Angelina Dietz - Financial Advisor | TrueAdvisor