John Michael Diehl

$1.25M regulatory AUM

Reported services (Item 5G)

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

333 Pierpont Avenue Suite 4, Salt Lake City, UT 84101-1712 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2016-12-01

Branch Locations

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

Organization	City	State	From	To
The Prudent Planner, Llc	Farmington	UT	01/2016	Present
Utah Department Of Financial Institutions	Salt Lake City	UT	06/2018	Present

01/2016 → Present

The Prudent Planner, Llc

Farmington, UT
06/2018 → Present

Utah Department Of Financial Institutions

Salt Lake City, UT

2011-05-17 → 2015-08-21

Strategic Advisers Llc

Salt Lake City, UT
2010-02-16 → 2011-04-12

Usaa Financial Planning Services

San Antonio, TX
2008-01-04 → 2009-03-26

Banc Of America Investment Services, Inc.

Portland, OR

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-01-03
S63	Uniform Securities Agent State Law Examination	2000-03-27

Nearby Firms