Katherine Dietz
Katherine Dietz is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Billings, MT, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1597 Avenue D, Ste 4, Billings, MT, 59102
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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
Katherine is involved in several business activities, including Nance Cattle Company, KND LLC, Montana Financial Group, and Montana Tax Group. She also works as an agent for Crump Life Insurance Services and sells non-variable insurance, dedicating minimal time to each of these insurance-related activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Fbl Investment Management Services, INC.
Fbl Marketing Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations30 states
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