Patrick Alan Dietze

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 12/2020 → 01/2022
  Parker Financial Associates
  Elkhorn, NE
• 03/2018 → 12/2020
  Stay At Home Dad
  Gretna, NE
• 01/2011 → 03/2018
  Northern Lights Compliance Services, Llc
  Omaha, NE
• 01/2022 → Present
  Commonwealth Financial Network
  Waltham, MA
• 01/2022 → Present
  Parker Financial Associates
  Elkhorn, NE

Other Businesses

Fixed insurance sales; as of 8/09/2021; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-17