Larry A. Dietz, Clu®, Chfc®, Ricp®

Larry A. Dietz, Clu®, Chfc®, Ricp® Email and Phone Number

Registered Representative at LPL Financial and Investment Advisor Representative at Mariner Independent Advisor Network, an affiliate of Mariner Wealth Advisors @ BENEFIT FUNDING SERVICES, LLC
South Bend-Mishawaka Region
Larry A. Dietz, Clu®, Chfc®, Ricp®'s Location
South Bend-Mishawaka Region, United States, United States
Larry A. Dietz, Clu®, Chfc®, Ricp®'s Contact Details

Larry A. Dietz, Clu®, Chfc®, Ricp® work email

Larry A. Dietz, Clu®, Chfc®, Ricp® personal email

About Larry A. Dietz, Clu®, Chfc®, Ricp®

Work, to me, is a privilege. I enjoy it for the satisfaction of a job well-done, but more importantly for what it brings to others...quality relationships, financial independence and incredible life experiences.I focus Dietz NextStage Financial Management, LLC resources on the preservation and perpetuation of value created by private enterprise, a concrete manifestation of personal ingenuity, dedication and perseverance, open to all who want to partake. I believe the value of my advice is built on experience, judgment, and consistent, positive results. DNFM continually strives to be of value by creating lifetime access to capital with broad income options in retirement while never losing sight of the inherent risks that can undermine any plan, at any time, for anyone.My unique Tier System of Business Owner Priorities© identifies considerations and concerns that, without attention, can undermine an owner's probability for a rewarding business journey. The ValueBuilder System™ quantifies the key drivers used to create more value in the business and ultimately execute a successful plan on the owner's terms. My Mission► Guide people through the creation and positioning of resources to best support their life’s ambitions► Be the architect, the quarterback…collaborating closely with all your other trusted advisersClient Goals► Create a vision that defines purpose, coordinates resources and leads to a flexible and fulfilling NextStage of life► Secure predictable, sustainable and potentially increasing income for life with exceptional liquidity► Position resources not needed to sustain lifestyle and liquidity as legacy for family and/or community

Larry A. Dietz, Clu®, Chfc®, Ricp®'s Current Company Details
BENEFIT FUNDING SERVICES, LLC

Benefit Funding Services, Llc

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Registered Representative at LPL Financial and Investment Advisor Representative at Mariner Independent Advisor Network, an affiliate of Mariner Wealth Advisors
South Bend-Mishawaka Region
Larry A. Dietz, Clu®, Chfc®, Ricp® Work Experience Details
  • Benefit Funding Services, Llc
    Benefit Funding Services, Llc
    South Bend-Mishawaka Region
  • Mariner Independent Advisor Network
    Investment Advisor Representative
    Mariner Independent Advisor Network Feb 2023 - Present
    Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Lpl Financial
    Registered Representative
    Lpl Financial Feb 2023 - Present
    San Diego, Ca, Us
  • Dietz Nextstage Financial Management, Llc
    Managing Member
    Dietz Nextstage Financial Management, Llc Sep 2015 - Present
    South Bend, In, Us
    We use a three-tier system of business owner priorities. It is a coordinated, integrated and verifiable model for managing owner financial priorities. And we can start our process in any Tier based on an owner's top priority.Tier I - Successful Business Exit and Legacy Transfer StrategiesTier II - Personal Wealth Building and EnjoymentTier III - Key Contributor Retention and Supplemental Benefits
  • Ohio National Financial Services
    Independent Life Insurance Agent
    Ohio National Financial Services Sep 2015 - Present
    Cincinnati, Oh, Us
    Ohio National provides fixed life insurance and disability products with a flexibility that's unique. Their commitment to the policy owner is exceptional and their culture reflects my values.
  • Valmark Financial Group
    Registered Representative And Investment Advisor Representative
    Valmark Financial Group Jan 2020 - Feb 2023
    Akron, Ohio, Us
  • Cambridge Investment Research, Inc.
    Registered Representative And Investment Advisor Representative
    Cambridge Investment Research, Inc. Nov 2015 - Jan 2020
    Fairfield, Ia, Us
  • Guardian Life
    Career Agent, Registered Representative And Investment Advisor Representative
    Guardian Life Jun 1990 - Oct 2015
    New York , Ny, Us
  • Northwestern Mutual
    Field Representative/Registered Representative
    Northwestern Mutual Dec 1978 - May 1990
    Milwaukee, Wi, Us
  • Boy Scouts Of America
    Professional Scout Executive
    Boy Scouts Of America Jul 1976 - Dec 1978
    Irving, Tx, Us
    An Eagle Scout as a youth and a Camp Director while a teacher, I became responsible for all Scouting activities in Albany County, NY with 4,000 Scouts, 1,700 volunteers and 120 Cub Packs and Scout Troops. This included recruiting, training and developing volunteer leaders from the Unit level through the District Committee. Learning to meet with religious and community leaders to share with them the value of using Scouting as an outreach to the community was a role that I loved. Fund raising was a significant part of my duties at which I excelled. This was a challenging time for Scouting, but I embraced the mission and gained invaluable insights about my capabilities.
  • Ichabod Crane Central School
    English Language Arts Teacher
    Ichabod Crane Central School Sep 1972 - Jun 1976
    My first position out of college was that of a 7th and 8th grade English Language Arts teacher. I enjoyed the children. As a Team Leader I learned that educational resources aren't always allocated in a way that best meets the objective, but rather are applied as a contract demands. It was a great experience, but not what I could be dedicated to as a life-long career so changes had to take place.
  • New York State
    Professional Lifeguard For New York State Parks
    New York State Jun 1972 - Aug 1973
    New York, Ny, Us
    The dream job for anyone who loved spending as much time around the water as possible. Two summers of life-guarding was a pleasant respite after 3 grueling summers in the bakery and a great summertime break from the classroom. I still can't believe I got paid to do it.
  • Buffalo News, Schneider'S Dairy, Showcase Restaurant, Jl Combo, Loblaws, Friendly'S
    Student Of Life
    Buffalo News, Schneider'S Dairy, Showcase Restaurant, Jl Combo, Loblaws, Friendly'S Sep 1962 - Jun 1972
    I started work early in life...12. From owning a paper route, to being a soda jerk and car hop, to playing bass in a wedding band, to 12 hour third shifts in a commercial bakery, they all taught me lessons about people and the value of doing things right.

Larry A. Dietz, Clu®, Chfc®, Ricp® Skills

Business Exit Planning Estate Planning Retirement Planning Wealth Accumulation Investment Management Annuities Life Insurance Analysis Of Existing Life Insurance Disability Insurance Non Qualified Key Employee Compensation Qualified Retirement Plans

Larry A. Dietz, Clu®, Chfc®, Ricp® Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Financial Planning And Services
  • University At Albany
    University At Albany
    English/Language Arts Teacher Education

Frequently Asked Questions about Larry A. Dietz, Clu®, Chfc®, Ricp®

What company does Larry A. Dietz, Clu®, Chfc®, Ricp® work for?

Larry A. Dietz, Clu®, Chfc®, Ricp® works for Benefit Funding Services, Llc

What is Larry A. Dietz, Clu®, Chfc®, Ricp®'s role at the current company?

Larry A. Dietz, Clu®, Chfc®, Ricp®'s current role is Registered Representative at LPL Financial and Investment Advisor Representative at Mariner Independent Advisor Network, an affiliate of Mariner Wealth Advisors.

What is Larry A. Dietz, Clu®, Chfc®, Ricp®'s email address?

Larry A. Dietz, Clu®, Chfc®, Ricp®'s email address is di****@****ail.com

What is Larry A. Dietz, Clu®, Chfc®, Ricp®'s direct phone number?

Larry A. Dietz, Clu®, Chfc®, Ricp®'s direct phone number is +121928*****

What schools did Larry A. Dietz, Clu®, Chfc®, Ricp® attend?

Larry A. Dietz, Clu®, Chfc®, Ricp® attended The American College Of Financial Services, University At Albany.

What skills is Larry A. Dietz, Clu®, Chfc®, Ricp® known for?

Larry A. Dietz, Clu®, Chfc®, Ricp® has skills like Business Exit Planning, Estate Planning, Retirement Planning, Wealth Accumulation, Investment Management, Annuities, Life Insurance, Analysis Of Existing Life Insurance, Disability Insurance, Non Qualified Key Employee Compensation, Qualified Retirement Plans.

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