Adviser and broker representative · Commonwealth Financial Network
Will Dietz
CRD 4512303 · Lake Oswego, OR
At a glance
Will Dietz is an investment adviser representative with Commonwealth Financial Network in Lake Oswego, OR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Will’s SEC record dates to 2002, about 24 years ago. Will is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Commonwealth Financial NetworkSince November 2014Lake Oswego, OR · $213B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Will’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.