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Brian Luther Dietz

Portland Financial Planning Group

Portland, ME

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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
Other Names
  • Brian L Dietz

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
GREAT DIAMOND PARTNERS, LLC
HARBOR INVESTMENT ADVISORS
BIGELOW INVESTMENT ADVISORS, LLC
MASCOMA WEALTH MANAGEMENT
MAINE SECURITIES CORPORATION
PENOBSCOT FINANCIAL ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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ANDREW THOMAS SCOTT

Other Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MASCOMA WEALTH MANAGEMENT · Portland, ME
MAINE SECURITIES CORPORATION · PORTLAND,, ME

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