Tal Diekvoss
Tal Diekvoss is a registered investment advisor at Osaic Wealth, INC., based in Chicago, IL, with 39 years of industry experience. Tal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
111 W Jackson, Suite 1700, Chicago, IL, 60604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tal owns Fiduciary Management Group, primarily used as an insurance operation, and an insurance agency, selling traditional life insurance, fixed annuities, and fixed life insurance. Tal also serves as a board member for the Lindengrove Foundation and the Vin Baker Bouncing Back Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Seidman Private Advisors LLC
Seidman Private Securities LLCBroker
Eagle Strategies CORP
Nylife Securities INC.Broker
Strong Capital Management INC
Strong Investments, INC.Broker
Virchow Krause Capital, LLCBroker
United Planners' Financial Services of America a Limited PartnerBroker
Virchow Krause Wealth Management LLC
Linsco/private Ledger CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Painewebber IncorporatedBroker
Blunt Ellis & Loewi IncorporatedBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.