Dawn Alison Strachan

Current Employers

Employment History

• 08/2014 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 09/2014 → 03/2019
  Questar Asset Management
  Golden Valley, MN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Torrance, CA
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Torrance, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Torrance, CA

Previous Registrations

• 2024-08-23 → 2026-08-11
  Touchstone Financial Planning
  Torrance, CA
• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Torrance, CA
• 2014-09-05 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Torrance, CA
• 2009-04-17 → 2014-09-08
  Summit Financial Group Inc
  Torrance, CA
• 2004-07-01 → 2009-04-20
  Lpl Financial Llc
  Torrance, CA
  Torrance, CA
  Torrance, CA
• 2001-03-27 → 2004-05-25
  Waddell & Reed
  Torrance, CA

Other Businesses

1)CERTIFIED DIVORCE FINANCIAL ANALYST. DBA: TOUCHSTONE WEALTH MANAGEMENT POSITION: Owner. NATURE: Financial analysis for couples or individuals going through divorce. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2001 ADDRESS: 2780 Skypark Dr, Suite 206, Torrance CA 90505, United States DESCRIPTION: Financial analysis for couples or individuals going through divorce. I help them understand the financial implications of their settlement ideas. 2)TOUCHSTONE WEALTH MANAGEMENT. POSITION: Insurance Agent. NATURE: Insurance Agent. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/02/2014 ADDRESS: 2780 Skypark Dr, Suite 206, Torrance CA 90505, United States DESCRIPTION: Sale of insurance products to my clients. 3)TOUCHSTONE WEALTH MANAGEMENT POSITION: owner NATURE: I use this DBA for my advisory business with Woodbury. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 05/28/2019 ADDRESS: 2780 Skypark Drive, Suite 206, Torrance CA 90505, United States DESCRIPTION: financial advisor with Woodbury 4)DAWN STRACHAN POSITION: self NATURE: sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/28/2019 ADDRESS: 2780 Skypark Drive, Suite 206, Torrance CA 90505, United States DESCRIPTION: provide insurance information and products to clients. 5)TOUCHSTONE FINANCIAL PLANNING POSITION: owner NATURE: sole proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/28/2019 ADDRESS: 3838 W. Carson Street, Suite 325, Torrance CA 90503, United States DESCRIPTION: I help people going through divorce understand the financial implications of the settlement offers they are considering. I help clients with pre and post nup agreements understand the financial implications of the proposed offer. 6) SKYRIDGE ESTATES HOA POSITION: board member NATURE: this is a homeowners association. I live in this community and volunteered to be a member of the board. There is no physical HOA address. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/28/2024 ADDRESS: There is no business address, No address OR 97603, United States DESCRIPTION: I attend board meetings when they are scheduled. No set schedule. The board discusses issues if any in the community. 7) COLLABORATIVE PRACTICE CALIFORNIA (CP CAL) POSITION: Treasurer NATURE: CP Cal is a professional collaborative divorce statewide organization. It's purpose is to educate the public and other professionals about the collaborative divorce process option. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/28/2024 ADDRESS: 2872 Ygnacio Valley Road, #401, Walnut Creek CA 94598, United States DESCRIPTION: I review the financial statements prepared by the executive assistant. I review the financial statements with the other Board members at our periodic board meetings. I do not have check writing capabilities.

Exams

• S66 Uniform Combined State Law Examination
  2001-03-19

Other Names

• Strachan
• Dawn Allison Osogwin
• Dawn Alison Osogwin