Dianne Williams Nolin
Investment adviser representative at Osaic Advisory Services, LLC
29 yearsExperience
25 statesRegistered in
CFP® certificationDesignation
$15.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCMay 2019 to now
- Triad Hybrid SolutionsMay 2019 to now
- Triad AdvisorsMay 2019 to Aug 2024
- Spire Investment PartnersNov 2007 to May 2019
- Spire Wealth ManagementFeb 1997 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 25 states (CA, CO, CT, DC, DE, FL, IN, MA, MD, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, VI).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2181092
- Firm CRD
- 171070