David Thiele
David Thiele is a registered investment advisor at Osaic Wealth, INC., based in Bend, OR, with 13 years of industry experience. David 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
19785 Village Office Court, Suite 101, Bend, OR, 97702
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2023Other Business ActivitiesSells Insurance
David owns Thiele Industries LLC for real estate rentals and potential property flips, and Catchline Holdings LLC for sublease organization. He is also a financial advisor at Kalyx Capital Management, licensed for life and health insurance related to annuities and life insurance, and the CEO/President/Owner of Undefined Gridlines Inc., an OSJ.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations47 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.