Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lenard Dietzen is a financial professional registered with the State of Wisconsin. James is a registered representative of State Farm Investment Management Corp. James has been working in the financial industry since August 8th, 2002. James has obtained a Series 63, a Series 6, and a SIE license. James also holds a Chartered Financial Consultant designation. James is a resident of Mount Horeb, WI, and works with clients in both Mount Horeb, WI and Cross Plains, WI. James may provide portfolio management services for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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WI
05/31/2023 - Present
State Farm Investment Management Corp. (Mount Horeb WI)
BC
Issued 09/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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