Advisor at Diamond Wealth Partners
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
Diamond Wealth Partners
Location
Lodi, WI 53555
Credentials
Series 63, Series 65
Industry experience
15 years
Flat fees for financial planning after plan delivery, minimum $250
All account sizes+: 0.9% annually (0.225% quarterly)
Financial planning services at $150 per hour
Minimum fee: Minimum financial planning fee of $250 Fee-only: Financial planning fees offered as hourly ($150/hour), flat fees (minimum $250), or monthly subscription ($75/month)
Papa Pal
2023 - Present (3 years)
NYLIFE Securities LLc
2018 - Present (8 years)
New York Life Insurance co
2018 - Present (8 years)
Northwestern Mutual Investment Services LLC
2016 - 2017 (1 year)
Jessica Schock
2016 - 2017 (1 year)
HomeMaker
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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