Tal's Bio

Mr. Diekvoss* has over 32 years of experience in the financial services industry including 12 years of leadership experience with a National CPA firm and a prominent Midwest regional CPA firm.

Mr. Diekvoss has comprehensive experience and expertise serving corporate clients in the areas of qualified retirement plans and life insurance. He has developed and utilizes two qualitative audit services that provide clients with an independent and objective review of their qualified retirement plans or life insurance. Mr. Diekvoss also provides investment advisory services* for high net worth individuals utilizing many of the nation’s independent investment platforms.

Mr. Diekvoss has also appeared in and been recognized in several national publications including the Wall Street Journal, the Washington Post, Dow Jones News Services, Investment Dealer Digest, Financial Advisor magazine and Business Finance magazine.

Mr. Diekvoss received a Bachelor’s degree in Finance from the University of Wisconsin. He is an Investment Advisor Representative and is a Series 7 securities representative.

*Securities and investment advisory services offered through FSC Securities Corporation, member FINRA/SIPC, a registered investment advisor.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck