Nada Danielle Hieb
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
3 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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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.Oct 2024 to now
- New York Life Insurance CoOct 2021 to now
- America Portfolios Financial Services Inc.Jul 2024 to Oct 2024
- Nylife Securities LLCDec 2021 to Jul 2024
- Benedictine Living CommunityFeb 2019 to Nov 2021
- Sakakawea Medical CenterOct 2017 to Feb 2019
- St Gabriels CommunityJul 2011 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (FL, ND, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 7448784
- Firm CRD
- 23131