Evan M Dietz
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
16 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
16 years in the industry.
- Cambridge Investment Research Advisors, Inc.Dec 2025 to now
- Cambridge Investment Research, Inc.Jul 2025 to now
- Horner Financial ServicesJul 2025 to now
- Northwestern Mutual Investment Services LLCJan 2025 to now
- Northwestern Mutual Life Insurance CompanyJan 2024 to now
- StudentMay 2010 to now
- Scouting HeroesAug 2022 to Mar 2024
- ZorbazJun 2022 to Aug 2023
- WalmartFeb 2022 to Jul 2022
- Barnett Chrysler Jeep KiaJun 2021 to Aug 2021
- National Flag FootbalApr 2021 to Jun 2022
- Caribou CoffeeJul 2020 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7806505
- Firm CRD
- 134139