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Nicole Lyn Williams

Osaic Wealth, Inc.

Shoreview, MN

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2019-03-05
  • MN RA
    APPROVED
    Since 2019-03-05

Branch Locations

4570 Churchill St Suite 130, Shoreview, MN 55126 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc. Minneapolis MN 01/2006 Present
Financial Dimensions Group, Inc. Minneapolis MN 01/2006 11/2024
  • 01/2006 → Present
    Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc.
    Minneapolis, MN
  • 01/2006 → 11/2024
    Financial Dimensions Group, Inc.
    Minneapolis, MN
Previous Registrations
  • 2013-12-19 → 2024-11-01
    Financial Dimensions Group, Inc.
    New Brighton, MN
Other Businesses

1. NICOLE WILLIAMS POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/06/2024 ADDRESS: 2531 177th Ave NE, Ham Lake MN 55304, United States DESCRIPTION: Notarize paperwork when needed for the convenience of clients 2. NICOLE WILLIAMS POSITION: Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 01/06/2007 ADDRESS: 4570 Churchill St, Ste 130, Shoreview MN 55126, United States DESCRIPTION: Recommend, run quotes, process applications for insurance when appropriate. 3. NICOLE WILLIAMS POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/06/2024 ADDRESS: 4570 Churchill St, Ste 130, Shoreview MN 55126, United States DESCRIPTION: Notarize paperwork when needed for the convenience of clients 4. TRUE WEALTH PARTNERS LLC POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 120 START DATE: 11/20/2025 ADDRESS: 4570 Churchill St, Ste 130, Shoreview MN 55126, United States DESCRIPTION: Nicole Lyn Williams is President of True Wealth Partners LLC, which is DBA under this activity. I lease office space, have paid employees, and conduct my investment advisory business through this name.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-12-21
  • S66 Uniform Combined State Law Examination
    2001-12-21
Designations
Other Names
  • Nicole Lyn Williams
  • Nicole Lyn Pearson

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