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Brian Luther Dietz

Portland Financial Planning Group

Portland, ME

CRD 3092139

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Employer firm

Portland Financial Planning Group CRD 116168

$78.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Portland Financial Planning Group

511 Congress Street Suite 804, Portland, ME 04101 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2002-12-11
  • ME RA
    APPROVED
    Since 2002-12-11

Branch Locations

511 Congress Street, Suite 804, Portland, ME 04101 • 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
Portland Financial Planning Group Portland ME 10/1998 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-07-02
  • S63 Uniform Securities Agent State Law Examination
    1998-07-02
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Brian L Dietz

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
GREAT DIAMOND PARTNERS, LLC
HARBOR INVESTMENT ADVISORS

Nearby Investors

William Emmet
JOHN MARSHALL PIPER
HELEN ELIZABETH ANDREOLI

Nearby Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME

More in Portland, ME

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