Logan W. Dietel
CORNERMEN FINANCIAL
SAN ANTONIO, TX 78258
Some features on this profile are disabled
CRD#: 5064196
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.
Question & Answer
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Logan William Dietel'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®
Start date: 2015
Experience
Current
September 19, 2022 - Present
CORNERMEN FINANCIAL, LLC
Office #1: 1130 E. Sonterra Blvd, Suite 130, San Antonio, TX 78258RIA
CRD#: 323179
SAN ANTONIO, TX
Past
September 29, 2017 - January 9, 2023
SEQUENT PLANNING, LLC
RIA
CRD#: 160381
SAN ANTONIO, TX
Past
April 22, 2013 - October 19, 2017
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
SAN ANTONIO, TX
Past
April 17, 2013 - October 19, 2017
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
SAN ANTONIO, TX
Past
April 20, 2006 - April 18, 2013
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
SAN ANTONIO, TX
Past
December 13, 2005 - April 18, 2013
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
SAN ANTONIO, TX
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 - (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.Highlighted states indicate IAR registrations
IAR
Texas(9/19/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CF
CORNERMEN FINANCIAL, LLC
CORNERMEN FINANCIAL, LLC
CRD#: 323179 / SEC#: 801-126584
RIA
Registered Investment Advisory firm - (9/15/2022 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1130 E. Sonterra Blvd, Suite 130, San Antonio, TX 78258
Mailing Address
Phone number
(210) 702-3961
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 329 |
| AUM (Assets Under Management) | $ 143,743,130 |
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.
