William E Diehm

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

• 08/2016 → 11/2018
  Sii
  Tiffin, OH
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Tiffin, OH

Other Businesses

1. JOURNEY FINANCIAL SOLUTIONS GROUP, LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/07/2018 ADDRESS: 1474 S County Road 1, Tiffin OH 44883, United States DESCRIPTION: DBA for Fixed Insurance Sales 2. THE JOURNEY GROUP - TIFFIN POSITION: Registered Representative NATURE: Name for advertising purposes only, that combines for client-facing advertising pieces, the two LLC names of Journey Financial Solutions Group LLC and Journey Insurance Group LLC, into a name that encompasses both - The Journey Group - Tiffin. The Journey Group - Tiffin is not its own LLC and is not a registered trade name in the state of Ohio. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 1474 S County Road 1, Tiffin OH 44883, United States DESCRIPTION: no duties 3. JOURNEY FINANCIAL SOLUTIONS GROUP, LLC POSITION: Investment Advisor Representative NATURE: Sale of Securities INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/07/2021 ADDRESS: 1474 S County Road 1, Tiffin OH 44883, United States DESCRIPTION: DBA Name for Sales of Securities 4. TIFFIN SENECA CHILD CARE CENTER POSITION: Board Member NATURE: Child Care INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/17/2023 ADDRESS: 131 E Perry St, Tiffin OH 44883, United States DESCRIPTION: Board Member assisting in decisions regarding the well-being of the business

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-03