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Larry D

ChFC®, Series 63

South Bend, IN

United Advisor Group

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.

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