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Lori Jane Dietzler

Zero Gravity Financial, LLC

Atlanta, GA

CRD 4523332

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Employer firm

Zero Gravity Financial, LLC CRD 169905

$39.2M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • TAX PREPARATION SERVICES

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

Current Employers
Zero Gravity Financial, Llc

Atlanta, GA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-02-22
NY RA APPROVED 2021-10-06
GA RA APPROVED 2020-11-30
  • CA RA
    APPROVED
    Since 2022-02-22
  • NY RA
    APPROVED
    Since 2021-10-06
  • GA RA
    APPROVED
    Since 2020-11-30

Branch Locations

Atlanta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zero Gravity Financial, Llc Brooklyn NY 11/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-18
  • S65 Uniform Investment Adviser Law Examination
    2014-02-18
Designations
  • Certified Financial Planner

View on SEC IAPD

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