Katherine Nance Dietz

Financial Consultant & Investment Adviser

Contact me

Investment Consultant

Katherine Nance Dietz

Stock Broker and Investment Adviser in the United States. I can guide you to making consistent profit in the financial markets.

Satisfactory Services

Dedicated Adviser

Specialized Support

20 Years of
Professional
Experience

Katherine Nance Dietz

Licensed Stock Broker & Investment Adviser

With a proven track record of success and over 20 million of client assets under my management, I offer comprehensive financial planning and sound, experience-backed advice that enables you to achieve your important life goals. Whether your goal is a comfortable retirement, minimizing taxes, selling your business – I am here to help build and implement the plan you need!

Comprehensive Wealth Management
Financial Planning
Investment Management
Business Owner Services

Katherine Nance Dietz

Licensed Fudiciary
sychologist-person

Katherine Nance Dietz

Licensed Fudiciary/Investment Adviser

I can assist you with all your personal and business planning needs. My focus is finding the best investments for my clients now and in the future. This is done through diligent data gathering, intense marketing and research of the different assets available, and a review of your plan each year to ensure your needs have not changed.

I would love to handle your Portfolio!

Impressive Records speak for themselves.

20

Years of Experience

43

State Licenses

900+

Satisfied Clients

1200+

Handled Portfolios

Work Experience

1 year

2021 - 2023

LPL FINANCIAL LLC (CRD#:6413)

Investment Adviser

Stock Broker

3 years

2017 - 2021

WADDELL & REED (CRD#:866)

Investment Adviser

Stock Broker

2 years

2015 - 2017

FBL INVESTMENT MANAGEMENT SERVICES, INC. (CRD#:5308)

Investment Adviser

5 years

2012 - 2017

FBL MARKETING SERVICES, LLC (CRD# 5309)

Stock Broker

10 years

2002 - 2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CRD#:2881)

Stock Broker

Happy Clients Reviews

Brokerage Examinations

get in touch

Fill in your details below to schedule a session with me!

Also select your preferred time and date for an introductory business call and I'll get back to you within 48 hours.