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Logan Dietel, CLTC
Financial Advisor
Phone: (210) 477-7157 Logan Dietel was born in and raised in the heart of the Hill Country in Fredericksburg. After attending the Air Force Academy in Colorado Springs, he graduated Magna Cum Laude from Texas State University in December 2004 with a Bachelor of Business Administration degree. His passion for helping others protect and grow their wealth led him to a career as a financial advisor. Logan Dietel joined Planto Roe Financial Services in 2005 and is a registered representative and invest-ment advisor representative of Securian Financial Services. Since joining Planto Roe, Logan has earned two designations, with the first being the CLTC® – Certified in Long Term Care designation. The Certified in Long Term Care designation provides advisors with foundational information necessary to the appropriate sale of long-term care insurance. The CLTC is obtained by taking a 7-part multi-disciplinary course focusing on the pro-fession of long term care and then passing a written examination. Additionally, advisors must abide by a code of ethics and complete continuing education requirements. Logan has also earned the FSS® – Financial Services Specialist designation. The Financial Services Specialist designation provides an advisor with essential product knowledge, practical industry skills, and financial planning fundamentals. To earn this designation, advisors must be a member of NAIFA (National Association of Insurance and Financial Advisors) and complete and pass six courses (with exams) on the following subject matter: financial planning process, ethics, marketing, and insurance/investment products. Additionally, advisors must abide by a code of ethics and complete continuing education requirements. Logan and his wife Lerrin are involved with the New Braunfels Presbyterian Church where Logan helps lead the Youth Praise Band. Logan is on the NAIFA – San Antonio Board of Directors and also Chairs the NAIFA San Antonio Young Advisors Team. In his spare time he enjoys playing golf, playing guitar, and spending time at his ranch in Harper. Logan and Lerrin have been married since March 2007 and reside in San Antonio.
Securities and investment advisory services offered through Securian Financial Services, Inc., Member FINRA/SIPC. Planto Roe Financial Services, Inc. is independently owned and operated. 
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Planto Roe Financial Services, Inc. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Planto Roe Financial Services, Inc. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Planto Roe Financial Services, Inc. are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Planto Roe Financial Services, Inc., 19230 Stonehue, Suite 4200, San Antonio, TX, 78258 (210) 477-7140 |
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