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.
At a glance
Services through Osaic Wealth
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.
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2005 – 2023RBC Capital Markets, LLCPreviously
Contact Thomas
708 Cleveland Avenue, SW Suite 101New Brighton, MN 55112Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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.