Matt is a 25 year veteran of the financial industry. He cut his teeth in New York City in 1986 and came home to Bismarck, ND in 1988 to begin his advisor career. Matt joined DWM in May of 2011. He works with individuals, small businesses and their owners with a focus on income planning at retirement, comprehensive financial planning and investment advisory services.
Matt Puetz
Vice President & Partner
Diversified Wealth Management
United States, North Dakota, Bismarck
About Me
Profile Information
Vice President & Partner
Diversified Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Bismarck
North Dakota
United States
Aug 20, 2024
More profiles to browse
CM
Christopher Maclennan
Vice President Portfolio Management and Partner
Jonathan Rice
Partner, Wealth Advisor & Vice President of Advisors Services
Todd Terhorst
President and Managing Partner

Nick Loehlein
Vice President of Investments & Insurance Planning
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc