Dillon Horst
Investment adviser representative at Osaic Wealth, Inc.
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Osaic Wealth, Inc.Jan 2025 to now
- Northwestern Mutual Investment Services LLCDec 2023 to Nov 2024
- Northwestern Mutual Life Insurance CompanyDec 2022 to Nov 2024
- Wayne Savings Community BankMay 2022 to Aug 2022
- StudentAug 2021 to Dec 2024
- Round Grove ProductsJun 2021 to Aug 2021
- Dutch KitchenJun 2017 to Aug 2021
- StudentDec 2012 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7659953
- Firm CRD
- 23131