CoverProfile

Matt Puetz

Vice President & Partner

Diversified Wealth Management

United States, North Dakota, Bismarck

About Me

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.

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

HG
Holly Gruba
Senior Vice President & Partner
Profile Photo
Todd Terhorst
President and Managing Partner
Profile Photo
Jonathan Rice
Partner, Wealth Advisor & Vice President of Advisors Services
Profile Photo
Nick Loehlein
Vice President of Investments & Insurance Planning

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management