Tal Diekvoss

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

• 04/2009 → 11/2023
  Fsc Securities Corporation
  Milwaukee, WI
• 04/2009 → Present
  Fiduciary Management Group
  Milwaukee, WI
• 11/2023 → Present
  Osaic Wealth, Inc.
  Grand Rapids, MI

Previous Registrations

• 2009-06-10 → 2023-11-03
  Fsc Securities Corporation
  Clinton Township, MI
  Beaver Dam, WI
  Clinton Township, MI
  Milwaukee, WI
  Chicago, IL
  Grand Rapids, MI
• 2005-09-20 → 2009-05-14
  Seidman Private Advisors Llc
  Kirkland, WA
• 2004-05-05 → 2005-09-22
  Eagle Strategies Llc
  Madison, WI
• 2003-09-29 → 2004-04-12
  Strong Capital Management Inc
  Menomonee Falls, WI
• 1997-11-10 → 2003-06-06
  Baker Tilly Investment Advisors
  Madison, WI

Other Businesses

1. FIDUCIARY MANAGEMENT GROUP, NOT INVESTMENT RELATED, 250 E. WISCONSIN AVE., 18TH FLOOR, MILWAUKEE, WI 53202, OWNER, 2009, 20 HOURS/MONTH, 20 DURING SECURITIES TRADING HOURS, PRIMARILY USED AS INSURANCE OPERATION DBA, FIXED LIFE, LINCOLN NATIONAL, LBL, PRU, UNITED OF OMAHA, AXA, GREAT AMERICAN. 2. INSURANCE AGENCY, NOT INVESTMENT RELATED, 250 E. WISCONSIN AVE., 18TH FLOOR, MILWAUKEE, WI 53202, OWNER, 4/2009, 15, 15, I SELL TRADITIONAL LIFE INSURANCE THROUGH ASH BROKERAGE CORP, FIXED ANNUITIES, FIXED LIFE, LINCOLN FINANCIAL, METLIFE AND PRU. 3. VIN BAKER BOUNCING BACK FOUNDATION, INC POSITION: Board Member NATURE: Non-Profit 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2019 ADDRESS: 1443 Little Meadow Road, Guilford CT 06437, United States DESCRIPTION: I am non-voting board member who provides advice on fund raising initiatives as well as long term strategic planning for the foundation. Bouncing Back is a registered 501(c)(3) nonprofit organization dedicated to reducing the impact of addiction and promoting sobriety. 4. GRACE LUTHERAN CHURCH POSITION: Council Member NATURE: WELS Lutheran Church INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2025 ADDRESS: 1209 North Broadway, Milwaukee WI 53202, United States DESCRIPTION: Church Council Member 5. COMMUNITY FIRST, INC. POSITION: Board Member NATURE: 501(3)(c) founded to improve the quality of life for Milwaukee families and neighborhood revitalization. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/09/2025 ADDRESS: 3940 W Lisbon Avenue, Milwaukee WI 53208, United States DESCRIPTION: Board Member 6. VINCE LOMBARDI CANCER FOUNDATION POSITION: Board Member NATURE: Non-Profit 501(3)(c) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/31/2025 ADDRESS: 13400 Bishops Lane, Suite 120, Brookfield WI 53005, United States DESCRIPTION: Board Member-Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-09-26
• S63 Uniform Securities Agent State Law Examination
  1986-10-01

Other Names

• Tal John Diekvoss