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Lori Jane Dietzler

Lori J. Dietzler

ZERO GRAVITY FINANCIAL
Atlanta, GA
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CRD#: 4523332
Lori Jane Dietzler

Professional summary

Lori Jane Dietzler, CFP® is a registered financial advisor currently at ZERO GRAVITY FINANCIAL, LLC located in Atlanta, Georgia.

Lori is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Lori has worked at 1 firm and has passed the Series 65 exam.

Biography

Lori Dietzler, CFP® is a fee-only financial planner and founder of Zero Gravity Financial, LLC.
top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
Corporate Executives
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Tax Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lori Jane Dietzler's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

November 30, 2020 - Present

ZERO GRAVITY FINANCIAL, LLC

RIA
CRD#: 169905
Atlanta, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/22/2022)
IAR
Georgia
(11/30/2020)
IAR
New York
(10/6/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/18/2014
Uniform Investment Adviser Law Examination

Current Firm

ZERO GRAVITY FINANCIAL, LLC
ZERO GRAVITY FINANCIAL, LLC
ZERO GRAVITY FINANCIAL, LLC

CRD#: 169905 / SEC#:

California
Registered Investment Advisory firm - (2/22/2022 Approved)
Georgia
Registered Investment Advisory firm - (11/30/2020 Approved)
New York
Registered Investment Advisory firm - (2/28/2014 Approved)
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Contact information

Main Address
Atlanta, GA
Mailing Address
245 N Highland Ave Ste 230 #840, Atlanta, GA 30307-2268
Phone number
(646) 780-9840
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts26
AUM (Assets Under Management)$ 29,221,879

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ZERO GRAVITY FINANCIAL, LLC

ZERO GRAVITY FINANCIAL, LLC

CRD#: 169905Atlanta, GA

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Contact information

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