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Matthew Paul Dietzenbach

Investment adviser representative at Principal Securities, Inc.
11 yearsExperience
1 stateRegistered in
$17BFirm assets
28 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. Dietzenbach FinancialJun 2020 to now
  2. Principal Securities, Inc.Mar 2020 to now
  3. Principal Life Insurance CompanyMar 2020 to now
  4. Dietzenback FinancialJan 2020 to Mar 2020
  5. South Winn InsuranceNov 2019 to Dec 2019
  6. Advance TrainingJan 2015 to Oct 2019

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (IA).

Principal Securities, Inc.

$17BAssets managed
51,941Clients
1,464Advisers
28 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7222869
Firm CRD
1137
Advisor's SEC record (opens in a new tab)
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