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Dittrich Financial Group LLC CRD 327238
$9.83M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Springfield, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-17 |
| MO | RA | APPROVED | 2023-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Db Advisors | Springfield | MO | 05/2013 | 09/2018 |
| Obregon And Associates Llc | Springfield | MO | 07/2018 | 06/2019 |
| Strategic Wealth Group Registered Investment Advisor, Llc | Eden Prairie | MN | 10/2018 | 10/2023 |
| John Dittrich, Sole Proprietor | Springfield | MO | 04/2014 | 05/2023 |
| Modern Woodmen | Springfield | MO | 08/2016 | 06/2018 |
| Contraco Ug | Ava | MO | 08/2018 | 02/2019 |
| Triple S Properties Llc | Springfield | MO | 10/2019 | 01/2020 |
| Premier Choice Accounting | Springfield | MO | 10/2019 | 03/2021 |
| Family Tax Service | Springfield | MO | 03/2021 | Present |
| Dittrich Finanical Group Llc | Springfield | MO | 06/2023 | Present |
| Family Tax Service Llc | Springfield | MO | 12/2023 | Present |
Family Tax Service Investment-related: No Address: Springfield, MO Nature: Accounting/tax services Position/title/relationship with the other business: Tax & Accounting Manager Start date: 10/2019 Approximate number of hours/month: 40 Hours during securities trading: 40 Duties: Tax preparation Family Tax Service LLC Investment-related: No Address: Springfield, MO Nature: Landlord for rental property Position/title/relationship with the other business: Landlord Start date: 12/2023 Approximate number of hours/month: 4 Hours during securities trading: 0 Duties: Find a tenant, collect rent, manage partnership, bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-24 |
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