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Logan William Dietel

Logan William Dietel

CFP®
CORNERMEN FINANCIAL
SAN ANTONIO, TX
·CRD# 5064196·20 years experience

Professional Summary

Logan William Dietel, CFP® is a registered financial advisor currently at CORNERMEN FINANCIAL, LLC located in San Antonio, Texas. Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Logan has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2015

Years of Experience

20 years in the financial services industry

Current & Past Employments

CORNERMEN FINANCIAL, LLC·CRD# 323179
RIA
1130 E. Sonterra Blvd, Suite 130, San Antonio, TX 78258
September 19, 2022 - Present
SEQUENT PLANNING, LLC·CRD# 160381
RIA
San Antonio, TX
September 29, 2017 - January 9, 2023
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
RIA
San Antonio, TX
April 22, 2013 - October 19, 2017
CONCOURSE FINANCIAL GROUP SECURITIES, INC.·CRD# 15708
BD
San Antonio, TX
April 17, 2013 - October 19, 2017
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
RIA
San Antonio, TX
April 20, 2006 - April 18, 2013
SECURIAN FINANCIAL SERVICES, INC.·CRD# 15296
BD
San Antonio, TX
December 13, 2005 - April 18, 2013

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Current Firm

CF
CORNERMEN FINANCIAL, LLC

CORNERMEN FINANCIAL, LLC

CRD#: 323179 / SEC#: 801-126584
RIA
Registered Investment Advisory firm - SEC (9/15/2022 Approved)

Contact Information

Main Address

1130 E. Sonterra Blvd, Suite 130, San Antonio, TX 78258

Phone Number

(210) 702-3961

# of Employees

4

SEC notice filing (1 States and Territories)

Registered to provide investment advisory services in 1 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A- CORNERMEN FINANCIAL, LLC (3/3/2026)

Regulatory Assets Under Management

Total Number of Accounts

780

AUM (Assets Under Management)

$172,711,427

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

FUTURITY FIRST INSURANCE GROUP POSITION: AGENT NATURE: INSURANCE SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 25 START DATE: 04/18/2013 ADDRESS: 100 NE LOOP 410 SAN ANTONIO TX 78213 DESCRIPTION: INSURANCE SALES DIETEL RANCH MANAGEMENT, INC. POSITION: MINORITY MANAGING DIRECTOR NATURE: RANCHING & HUNTING INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 05/01/2012 ADDRESS: 1423 COUNTRYSIDE BEND, FREDERICKSBURG TX 78624 DESCRIPTION: BASIC RANCHING AND HUNTING OPERATIONAL DUTIES DIETEL & SON PRINTING, INC. POSITION: SON OF THE OWENER NATURE: PRINTING AND ADVERTISING SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2015 ADDRESS: 105 N. MILAM STREET, FREDERICKSBURG TX 78624 DESCRIPTION: SELLS ADVERTISING SPECIALTIES AND PRINT EVERYTHING FROM BUSINESS CARDS TO INVITATIONS TO BOOKS TO INVOICESMY TIME IS DEVOTED TO THE STRATEGIC DEVELOPMENT OF THE COMPANY'S MARKETING PLAN. MHD FINANCIAL LLC - VP/CFO/PART OWNER ADDRESS: 100 NE LOOP 410 SAN ANTONIO TX 78213. DUTIES: FINANCIAL CONTROLS AND DIRECTION FOCUSING ON BRAND DEVELOPMENT AND OPERATIONS. TIME SPENT: 10-25%, 5-20% DURING TRADING HOURS. Owns a 501(c)
(3) Financial Education Institute which hosts a class; 'The Guide to Retirement Planning'. Teaches the class in office or through ISD in San Antonio Area. No revenue generated from this outside business activity. He spends approximately 10% of time spent on this outside business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CORNERMEN FINANCIAL, LLC

CORNERMEN FINANCIAL, LLC

CRD#: 323179 / SEC#: 801-126584
RIA
Registered Investment Advisory firm - SEC (9/15/2022 Approved)

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.
IAR
Texas
(9/19/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2006About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2005About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2006About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 2005About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Logan William Dietel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Logan William Dietel
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