Mary Frances Dill sullivan
Investment adviser representative at Osaic Advisory Services, LLC
13 yearsExperience
13 statesRegistered in
ChFC®Designation
$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
13 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCJun 2020 to now
- Triad Hybrid SolutionsJun 2020 to now
- Tribe Financial GroupFeb 2014 to now
- Triad AdvisorsJun 2020 to Aug 2024
- Principal Life Insurance CompanyDec 2013 to Jun 2020
- Princor Financial Services CorporationDec 2013 to Jun 2020
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 13 states (AZ, CA, FL, ID, KS, MO, NM, NV, OH, OR, TX, WA, WI).
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
- 4821088
- Firm CRD
- 171070