ChooseAFinancialAdvisor.com
Advisors / Minnesota / New Brighton
29yrs

Thomas Delich

Financial advisor at Osaic Wealth

Thomas Delich has worked in the financial industry for 29 years and is a fiduciary financial advisor based in New Brighton, Minnesota. After 18 years at RBC Capital Markets, Thomas joined Osaic Wealth in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 95 advisors with offices in New Brighton, and one of 77 fiduciaries.

New Brighton, MN 55112Top 18% by experience in MinnesotaFiduciary advisor
Call Osaic WealthDirections

At a glance

Experience29 years (since 1998)
How that compares ?Top 18% by experience in Minnesota
Office708 Cleveland Avenue, SW Suite 101, New Brighton, MN 55112
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state

Services through Osaic Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
    Osaic Wealth, Inc.Current firm
  2. 2005 – 2023

Questions to ask Thomas

Tailored to Thomas’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Thomas

How do I contact Thomas?

Call Osaic Wealth at (800) 821-5100 and ask for Thomas Delich. Thomas works from the New Brighton, MN office.

How long has Thomas been a financial advisor?

Thomas has been in the industry since 1998, about 29 years. Top 18% by experience in Minnesota.

What licenses does Thomas hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Thomas a fiduciary?

Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Thomas paid?

Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Ameriprise Financial Services
47yrs
Thomas Vanyo
Financial advisor
900 Long Lake Rd Suite 220
New Brighton, MN 55112
Top advisor by experience in New Brighton
PlanningInvesting
Call Directions
Primerica Advisors
44yrs
Ralph Dougherty
Financial advisor
888 County Rd D Suite 302
New Brighton, MN 55112
Top 1% by experience in Minnesota
Investing
Call Directions
Valtinson Bruner Financial Planning
41yrs
Lauris Valtinson
Financial advisor
388 Cleveland Ave SW
New Brighton, MN 55112
Top advisor by experience at Valtinson Bruner Financial Planning
CFP®Fiduciary
Call Directions
Ameriprise Financial Services
40yrs
Christopher Pidel
Financial advisor
715 Old Hwy 8 NW
New Brighton, MN 55112
Top 3% by experience in Minnesota
CFP®
Call Directions
Ameriprise Financial Services
39yrs
John Reamer
Financial advisor
959 Old Hwy 8
New Brighton, MN 55112
Top 5% by experience in New Brighton
CFP®Fiduciary
Call Directions
Ameriprise Financial Services
37yrs
Glenn Rusler
Financial advisor
715 Old Hwy 8 NW
New Brighton, MN 55112
Top 6% by experience in Minnesota
CFP®ChFC
Call Directions

See all advisors near New Brighton