Larry Alan Dietz
Advisor at United Advisor Group — South Bend, IN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63
Experience Industry experience
42 years
Location
South Bend, IN 46628
United Advisor Group
Multi-team
Larry Dietz is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with United Advisor Group and has held prior roles at LPL Financial, Cambridge Investment Research Advisors, and Valmark Securities, among others. In addition to his advisory work, he owns and operates an insurance agency and serves as a notary in South Bend, IN. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers a range of investment management and financial planning services, utilizing proprietary model portfolios and custom-traded accounts tailored to client needs.
Based on United Advisor Group
up to 2.00% annually
Commissions received from selling insurance and annuity products through independent insurance agencies; commissions vary and are subject to conflicts of interest.
Consulting services fees payable as agreed, may include hourly rates, but no specific hourly rates stated.
Fee-only: Fee-only basis; fees negotiated based on scope of services, asset size, planning complexity, and other needs; maximum investment management fee not to exceed 2.00% annually.
South Bend, IN
5775 Nimtz Pkwy, Ste 110
South Bend IN 46628
Advisors at this office
1
Indiana · Texas
42 years of industry experience
United Advisors Group dba Michiana Financial Partners
2025 - Present • 1 year
South Bend, IN
Mariner Independent Advisor Network, LLC
2023 - 2025 • 2 years
Sacramento, CA
LPL Financial
2023 - 2025 • 2 years
South Bend, IN
Dietz Nextstage Financial Management, LLC
2020 - Present • 6 years
South Bend, IN
Valmark Securities, Inc
2020 - 2023 • 3 years
Akron, OH
Cambridge Investment Research Advisors
2015 - 2020 • 5 years
Fairfield, IA
Cambridge Investment Research, Inc.
2015 - 2020 • 5 years
Fairfield, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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