Larry Dietz Email & Phone Number
Registered Representative @ BENEFIT FUNDING SERVICES, LLC
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Larry Dietz Location
- Mishawaka, IN, US
Larry Dietz Work
- Registered Representative @ (March 2025 - Present)
- Founder @ (January 2025 - Present)
- Registered Representative @ (January 2025 - Present)
- Managing Member @ (September 2015 - Present)
- Independent Life Insurance Agent @ (September 2015 - Present)
- Registered Representative @ (February 2023 - April 2025)
- Investment Advisor Representative @ Mariner Independent Advisor Network (February 2023 - March 2025)
- Registered Representative and Investment Advisor Representative @ (January 2020 - February 2023)
- Registered Representative and Investment Advisor Representative @ (November 2015 - January 2020)
- Career Agent, Registered Representative and Investment Advisor Representative @ (June 1990 - October 2015)
- Field Representative and Registered Representative @ (December 1978 - May 1990)
- Professional Scout Executive @ (July 1976 - December 1978)
- English Language Arts Teacher @ (September 1972 - June 1976)
- Professional Lifeguard for New York State Parks @ (June 1972 - August 1973)
- Student of Life @ Buffalo News, Schneider's Dairy, Showcase Restaurant, JL Combo, Loblaws, Friendl (September 1962 - June 1972)
Larry Dietz Education
- The American College of Financial Services
CLU®, ChFC®, RICP® Conferred by the American College (Financial Planning and Services)
1982-2020 - University at Albany
Bachelor of Arts - BA (English/Language Arts Teacher Education)
1968-1972
Larry Dietz Skills
- Estate Planning
- Annuities
- Qualified Retirement Plans
- Wealth Accumulation
- Buy
- Generational Wealth Transfer
- Employee Benefits
- Analysis Of Existing Life Insurance
- Competitive Analysis Of Existing Life Insurance
- Disability Insurance
- Business Succession Planning
- Sell Planning
- Business Exit Planning
- Retirement Planning
- Life Insurance
- Investment Management
- Non Qualified Key Employee Compensation
Larry Dietz Summary
- Larry Dietz, based in Mishawaka, IN, US, is currently a Registered Representative at BENEFIT FUNDING SERVICES, LLC. Larry Dietz brings experience from previous roles at Zaya Wealth, United Advisor Group, Dietz NextStage Financial Management, LLC and Ohio National Financial Services. Larry Dietz holds a 1982 - 2020 CLU®, ChFC®, RICP® Conferred by the American College in Financial Planning and Services @ The American College of Financial Services. With a robust skill set that includes Estate Planning, Annuities, Qualified Retirement Plans, Wealth Accumulation, Buy and more. Larry Dietz has 4 emails and 1 mobile phone numbers on RocketReach.
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Larry Dietz
Registered Representative
Mishawaka, IN, US
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