Richard Franklyn Detillio

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

• 11/2012 → 11/2022
  Vantage Financial Group, Inc.
  Cleveland, OH
• 09/2013 → 11/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 11/2022 → 01/2024
  Woodbury Financial Services Inc
  Columbus, OH
• 01/2024 → Present
  Osaic Wealth, Inc.
  Columbus, OH

Previous Registrations

• 2022-11-15 → 2024-01-19
  Woodbury Financial Services, Inc.
  Columbus, OH
  Columbus, OH
  Noblesville, IN
• 2012-11-09 → 2022-12-08
  Vantage Financial Group, Inc.
  Cleveland, OH
  Columbus, OH
• 2013-09-03 → 2014-12-31
  Cetera Wealth Services, Llc
  Columbus, OH
• 2012-11-07 → 2013-09-03
  Walnut Street Securities, Inc.
  Westerville, OH
  Cleveland, OH
• 2005-11-22 → 2012-11-12
  Woodbury Financial Services, Inc.
  Westerville, OH
  Westerville, OH
• 2002-01-28 → 2005-11-23
  Osaic Fa, Inc.
  Columbus, OH

Other Businesses

1. FTK HOLDINGS POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 05/01/2018 ADDRESS: 132 B NORTHWOODS BLVD, Columbus OH 43235, United States DESCRIPTION: Real estate partnership. Own Office Condo with Partners who are not clients. 2. TRUSTEE POSITION: Trustee for sibling NATURE: n/a - Trustee INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/10/2016 ADDRESS: 132 B NORTHWOODS BLVD, Columbus OH 43235, United States DESCRIPTION: Trustee for sister. Manage investment and expenses as well as tax filings. 3. WEALTH MANAGEMENT SOLUTIONS, LLC POSITION: agent NATURE: Independent Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2005 ADDRESS: 132 B Northwoods Blvd., Columbus OH 43235, United States DESCRIPTION: Sales and service of fixed insurance 4. WEALTH MANAGEMENT SOLUTIONS, LLC POSITION: CEO NATURE: Partnership, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 11/01/2005 ADDRESS: 132 B Northwoods Blvd., Columbus OH 43235, United States DESCRIPTION: General Oversight of Partnership

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-09-22

Other Names

• Rick Detillio