Geoffrey Herbert Dietzel

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2003 → Present
  Brunswick Financial Group Llc
  North Brunswick, NJ
• 01/2003 → 11/2024
  Pruco Securities, Llc.
  East Brunswick, NJ
• 11/2024 → Present
  Lpl Enterprise, Llc
  North Brunswick, NJ

Previous Registrations

• 2004-05-18 → 2024-11-14
  Pruco Securities, Llc.
  North Brunswick, NJ
  East Brunswick, NJ
  East Brunswick, NJ
  North Brunswick, NJ

Other Businesses

1) 12/06/2024-The Garback Agency-Associate Producer-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 01/01/2022-25hrs/mth-1hrs/mth during trading 2) 12/06/2024-Brunswick Financial Group, LLC-Director/Owner-Non-Variable Insurance-Inv Related-At North Brunswick, NJ-Start date 01/01/2002-10hrs/mth-8hrs/mth during trading 3) 12/04/2025-Garback Financial-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 12/03/2025-120hrs/mth-100hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-08-21
• S63 Uniform Securities Agent State Law Examination
  1989-02-01

Other Names

• Geoff Dietzel
• Geoffrey Dietzel