William Diehm (CRD# 6691200) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tiffin, OH and has over 2 years of experience in the finance industry.
CRD# 2181026
Commonwealth Financial Network
CRD# 2470574
Raymond James Financial Services Advisors, Inc.
CRD# 4774894
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Tiffin, OH | Nov 2018 - Current | 5 |
| Sii | Tiffin, OH | Aug 2016 - Nov 2018 | 2 |
| Huston Insurance & Financial Services LLC | Tiffin, OH | May 2016 - Aug 2016 | < 1 |
| University Of Cincinnati | Cincinnati, OH | Feb 2016 - May 2016 | < 1 |
| Avon Fields Golf Course | Cincinnati, OH | Oct 2015 - Feb 2016 | < 1 |
| University Of Cincinnati | Cincinnati, OH | Aug 2015 - Oct 2015 | < 1 |
| Sutton Bank | Attica, OH | May 2015 - Aug 2015 | < 1 |
| University Of Cincinnati | Cincinnati, OH | Aug 2014 - May 2015 | < 1 |
| National Machinery | Tiffin, OH | May 2014 - Aug 2014 | < 1 |
| University Of Cincinnati | Cincinnati, OH | Aug 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- OH
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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