Marshall Christian Dietz

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  Saint Vincent College
  Latrobe, IN
• 01/2018 → Present
  Blue Chip Financial Group
  Indiana, PA
• 04/2019 → 09/2020
  Securities Service Network
  Indiana, PA
• 09/2020 → 06/2024
  Securities America, Inc.
  Indiana, PA
• 02/2021 → 06/2024
  Securities America Advisors
  Indiana, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Indiana, PA

Previous Registrations

• 2021-02-24 → 2024-06-14
  Securities America Advisors, Inc.
  Indiana, PA

Other Businesses

1. HIGHLAND CAPITAL BROKERAGE POSITION: Agent NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2021 ADDRESS: 60 Aaron Lane, Indiana PA 15701, United States DESCRIPTION: Selling term life insurance to those who have expressed a need for it.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-04
• S63 Uniform Securities Agent State Law Examination
  2019-09-06