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Nathan Michael Dingler

Diversifi Capital LLC

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About Nathan Michael Dingler

Nathan Michael Dingler is a financial advisor with Diversifi Capital LLC. Nathan has been in the industry since 2011 and has a Series 66, Series 7, and SIE license. Nathan is a Certified Financial Planner and has a specialization in financial planning, portfolio management for individuals and pooled investment vehicles. Nathan has experience working with high-net-worth individuals, charitable organizations, and pooled investment vehicles. Nathan is also a real estate agent.

Firm Information

Nathan Dingler is currently registered with Diversifi Capital LLC. Diversifi Capital LLC is an investment advisory firm headquartered in LOS ALTOS, CA. They offer financial planning, portfolio management for individuals and pooled investment vehicles, and educational seminars. The firm has approximately $287.6 million in regulatory assets under management and serves a diverse client base, including individuals, pooled investment vehicles, and charitable organizations.
Diversifi Capital LLC

4546 EL CAMINO REAL B10

LOS ALTOS, CA 94022

$287.61M

Assets Under Management

255

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Nathan Dingler’s Registration & Firm History

CA

01/06/2024 - Present

Diversifi Capital LLC (LOS ALTOS CA)

CA

10/15/2012 - 01/30/2015

PURSHE KAPLAN STERLING INVESTMENTS (SAN MATEO CA)

CA

03/28/2011 - 10/15/2012

LPL FINANCIAL LLC (SAN MATEO CA)

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Licenses & Designations

BOTH

Issued 10/14/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/30/2015

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Michael Dingler.
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