Advisor at Dittrich Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dittrich Financial Group LLC
Location
Springfield, MO
Credentials
Series 66
Industry experience
15 years
John Dittrich is a financial advisor with Dittrich Financial Group LLC in Springfield, MO, holding a Series 66 designation and 15 years of industry experience. He has held roles at multiple firms including Strategic Wealth Group Registered Investment Advisor and Premier Choice Accounting. In addition to his advisory work, Dittrich serves as a Tax & Accounting Manager at Family Tax Service. Dittrich Financial Group LLC provides discretionary and non-discretionary asset management and hourly financial planning primarily for individual and high-net-worth clients. The firm employs individualized investment strategies incorporating fundamental analysis, charting, and Modern Portfolio Theory, with services that include portfolio construction, retirement and estate planning, and tax-reduction analysis.
Based on Dittrich Financial Group LLC
up to 1.99% annually (flat annual fee, negotiable)
$150 per hour for financial planning services
Springfield, MO
Missouri · Texas
Family Tax Service LLC
2023 - Present (3 years)
Dittrich Finanical Group Llc
2023 - Present (3 years)
Family Tax Service
2021 - Present (5 years)
Premier Choice Accounting
2019 - 2021 (2 years)
Triple S Properties LLC
2019 - 2020 (1 year)
Strategic Wealth Group Registered Investment Advisor, LLC
2018 - 2023 (5 years)
Contraco UG
2018 - 2019 (1 year)
Obregon and Associates LLC
2018 - 2019 (1 year)
Modern Woodmen
2016 - 2018 (2 years)
John Dittrich, Sole Proprietor
2014 - 2023 (9 years)
DB Advisors
2013 - 2018 (5 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, EA
Springfield, MO
Vance Financial Planning
I am a CFP® Professional, an IRS Enrolled Agent, and have a bachelor’s degree in Finance from Missouri State University (Go Bears!). Since entering the financial planning profession in 2021, I’ve worked with hundreds of clients at both small and large wealth management firms. During my time at those firms, I learned that my favorite clients to work with tended to be “regular folks”, or people just like me who were diligent savers, enjoyed things like traveling and family time, and wanted transparent guidance when it came to financial decisions. I started Vance Financial Planning to help these folks with questions like: - Am I in a good position to retire in 5 years? - What changes should I be making now to prepare for my retirement transition? - Do increased Medicare premiums (IRMAA) matter in my retirement plan? - Are my investments allocated tax efficiently for my situation? - How do I take income from my accounts when I’m retired? If you’d like to learn more about my services, I invite you to visit my website to see if we might be a good fit.
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