Arthur Joseph 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

• 06/1995 → Present
  Blue Chip Financial Group
  Indiana, PA
• 07/2007 → 09/2020
  Securities Service Network, Inc.
  Indiana, PA
• 07/2007 → 09/2020
  Ssn Advisory Inc.
  Indiana, PA
• 09/2020 → 06/2024
  Securities America, Inc.
  Indiana, PA
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Indiana, PA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Indiana, PA

Previous Registrations

• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Indiana, PA
• 2007-07-16 → 2020-09-18
  Ssn Advisory, Inc.
  Indiana, PA
• 1999-08-12 → 2007-07-19
  Legacy Advisory Services, Inc.
  Indiana, PA

Other Businesses

1. BLUE CHIP FINANCIAL GROUP POSITION: sales NATURE: Blue Chip Financial Group - The sale of life Insurance, fixed annuities, and health and long term care policies. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/1983 ADDRESS: 60 Aaron Lane, Indiana PA 15701 DESCRIPTION: The sale of life insurance, fixed annuities, health and long term care policies. 2. DBA - Blue Chip Financial Group 3. FOUNDATION FOR THE ARC OF INDIANA COUNTY POSITION: Currently President of the Board - oversight, record keeping, check writing, and approval of how money is utilized. NATURE: Foundation For The ARC of Indiana County - The Foundation seeks donors and pursues fund raising activities-such as it's annual John Angelo Golf Tournament and other special events designed to secure the support of the Arc membership and the general public. Foundation representative also network with businesses, civic leaders and community members for support and to promote public awareness of The Arc of Indiana County and its mission. It is an organization designed to help the local community of intellectually challenged individuals and families. Board members oversee how the funds will be utilized. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/16/2006 ADDRESS: 120 North Fifth Street, Indiana PA 15701 DESCRIPTION: Board Members Review and approve how moneys will be allocated to help the Arc of Indiana County. We attempt to meet 2 x per year to determine how to utilize funds from fund raising events. Additionally, we are working to create a self supporting fund for the foundation. I have advised the investment portfolio but do not vote on if the money should be invested. For those decisions I recuse myself from voting.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-24
• S63 Uniform Securities Agent State Law Examination
  1983-11-18

Other Names

• Chip Dietz
• Chip Dietz
• Arthur Joseph Dietz