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Dieter Walters

Missionsquare Retirement

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About Dieter Walters

Dieter Walters is a financial advisor who has been working in the industry since 2013. Dieter currently works for Missionsquare Retirement in Corona, CA and Washington, DC. Dieter previously worked for Voya Financial Partners, LLC in Windsor, CT, State Farm VP Management Corp. in Bloomington, IL, Transamerica Investors Securities Corporation in North Salt Lake, UT, and Fidelity Brokerage Services LLC in Salt Lake City, UT. Dieter is registered with the state of California as both a Broker and an Investment Advisor Representative.

Firm Information

Dieter Walters is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dieter Walters’s Registration & Firm History

CA

08/12/2022 - Present

Missionsquare Retirement (Corona CA)

CT

02/06/2020 - 08/16/2022

VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)

IL

10/05/2018 - 02/07/2019

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

UT

12/02/2014 - 12/31/2016

TRANSAMERICA INVESTORS SECURITIES CORPORATION (NORTH SALT LAKE UT)

UT

02/04/2011 - 11/24/2014

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 10/28/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dieter Walters.
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