Gregory John Dier
Investment adviser representative at Core Planning
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$525MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Core Planning, LLCApr 2026 to now
- Fidelity InvestmentsNov 2022 to Apr 2026
- The Dilweg CompaniesMay 2021 to Nov 2022
- LabcorpOct 2019 to May 2021
- The Dilweg CompaniesApr 2017 to Sep 2019
- Vesta CorporationMay 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (CO, NC, NH, VI).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn 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
- 8262282
- Firm CRD
- 154660