Dianne
Nolin

Osaic Advisory Services, LLC

CRD#2181092
Investment Advisor
in Vienna, VA

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About this Advisor

Dianne Nolin is a financial advisor based in Vienna, Virginia, working with Osaic Advisory Services, LLC. Dianne has previously held positions at Spire Wealth Management, Spire Investment Partners, Triad Advisors, and Triad Hybrid Solutions. Dianne has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Colorado, District of Columbia, Georgia, Indiana, Kansas, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, Nevada, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, and Virginia. Currently, Dianne is part of Osaic Advisory Services, LLC, which operates out of Vienna, Virginia. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8045 Leesburg Pike Suite 250
Vienna, VA 22182

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Osaic Advisory Services, LLC Brokerage Details

Total Assets Under Management

$4,938,711,328

VA Average: $3,570,121,308
Total Number of Employees

2,582

VA Average: 58
Total Number of Accounts

20,269

VA Average: 1,608
Average Account Size

$243,658

VA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Dianne Nolin Work History

2019 - Present (5 years)

Triad Advisors

2019 - Present (5 years)

Triad Hybrid Solutions

2007 - 2019 (12 years)

Spire Investment Partners

1997 - 2019 (22 years)

Spire Wealth Management

Disclosures

Please visit the SEC profile of Dianne Nolin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Osaic Advisory Services, LLC

Kasia Medlar
Atlanta, GA
Brian Lueker
Allentown, PA
Olivia Burke
Atlanta, GA
Rachael Holcomb
Knoxville, TN
Jason Iannantuono
Allentown, PA
Thomas Gallardo
Atlanta, GA
Eric Ashburn
Atlanta, GA
Jeremy Fortin
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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