Jacob Peter Dittel

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

• 11/2021 → 04/2026
  Allianz Life Insurance Company Of North America
  Minneapolis, MN
• 11/2021 → 04/2026
  Allianz Life Financial Services, Llc
  Minneapolis, MN
• 09/2021 → 11/2021
  3M
  Maplewood, MN
• 06/2021 → 09/2021
  Enterprise
  White Bear Lake, MN
• 01/2020 → 05/2021
  St. John's University
  Collegeville, MN
• 08/2017 → 05/2021
  St. John's University
  Collegeville, MN
• 05/2016 → 08/2018
  City Of White Bear Lake
  White Bear Lake, MN
• 04/2026 → Present
  Osaic Wealth, Inc.
  New Brighton, MN

Other Businesses

DISTRICT 10 MINNESOTA HOCKEY POSITION: Coach NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/08/2026 ADDRESS: 4111 N 7th Ave, Anoka MN 55303, United States DESCRIPTION: Coaching practices and games for U14 District 10 youth hockey

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-21
• S63 Uniform Securities Agent State Law Examination
  2022-01-08

Other Names

• Jake Dittel