Renee Louise Dietz

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/2012 → Present
  Lpl Financial, Llc
  Sheffield Village, OH
• 06/2011 → 10/2019
  Advantage Investment Management Llc
  Sheffield Village, IA
• 10/2019 → 05/2023
  Sequoia Wealth Management, Llc
  Sheffield Village, OH

Previous Registrations

• 2019-10-01 → 2023-06-01
  Sequoia Wealth Management, Llc
  Barrington, IL
  Sheffield Village, OH
• 2011-07-14 → 2019-10-02
  Advantage Investment Management, Llc
  Sheffield Village, OH
• 2008-01-09 → 2011-07-21
  National Planning Corporation
  Elyria, OH
  Elyria, OH

Other Businesses

1. 07/31/2012 - DBA ONLY - ADVANTAGE FINANCIAL GROUP LTD - REP - 60% OF TIME SPENT - SHEFFIELD VILLAGE, OH 2. 06/25/2012 - FIXED INSURANCE - NON-VARIABLE INSURANCE - AGENT - 5% OF TIEM SPENT - SHEFFIELD VILLAGE, OH 3. 2/19/2021 - No Business Name - Investment Related - Palm Harbor, FL 34683 - Real Estate Rental - Started 01/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Joint owner of a condo at Innisbrook Golf Resort. The condo is part of the resort rental pool. 4. 7/21/2021 - Achieve Credit Union - DBA: Achieve Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/01/2021 - 10 Hours Per Month During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-22

Other Names

• Renee Louise Perkins