Dianne Nolin is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Vienna, VA, with 34 years of industry experience. Dianne 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
8045 Leesburg Pike, Suite 250, Vienna, VA, 22182
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dianne is a managing partner/advisor at Argent Bridge Advisors, working as a wealth advisor for about a third of her time. She also speaks at and facilitates seminars for Second Saturday and Done with Divorce, and manages a divorce financial planning team at Argent Bridge 2 Divorce, dedicating about 10-20% of her time to this.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Advisory Services, LLC
Previous Registrations
Triad Advisors LLCBroker
Triad Advisors LLCBroker
Triad Hybrid Solutions, LLC
Spire Securities, LLCBroker
Spire Wealth Management, LLC
Cambridge Investment Research, INC.Broker
Lockwood Financial Services, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations24 states
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