David Thiele is a seasoned wealth manager with over two and a half decades of expertise in designing and implementing comprehensive financial strategies that rigorously adhere to legal and regulatory requirements. His outstanding commitment to providing strategic guidance and quality service has solidified his reputation as a trusted and insightful expert in the finance sector.

Thiele has mastered various financial disciplines, including individual and corporate retirement planning, wealth management, investment strategy, and portfolio management. His skillset extends to business succession planning, educational, financial planning, executive financial services, and philanthropy. He is licensed to practice with Series 24, 51, 52, 53, 7, and 66 and also holds an insurance license, enabling him to deliver diverse financial solutions to his varied client base.

In 2016, leveraging his deep-rooted industry expertise, Thiele co-founded Kalyx Capital Management. His objective for Kalyx was to provide clients with personalized, transparent, and strategically sound financial planning. As a leader, he emphasizes the importance of building trust-based, long-term relationships with clients, ensuring that each financial strategy is finely tuned to their specific requirements and aspirations. Kalyx is also committed to client education, aiming to demystify complex financial products and investment strategies, enabling clients to make well-informed financial decisions.

Furthermore, Thiele plays a significant role at OSAIC Wealth, offering tailored investment strategies aligned with his client's financial goals. He is meticulous in managing client portfolios and conducts thorough evaluations of financial products to ensure the highest standards of service and advice.