Jason M Lach

Current Employers

Employment History

• 04/2012 → Present
  Osaic Wealth, Inc.
  Maple Grove, MN

Other Businesses

1. FINANCIAL DIMENSIONS GROUP INC., YES, 11300 86TH AVE. N., MAPLE GROVE MN. 55369, INVESTMENT ADVISOR REPRESENTATIVE, 5/1/12, 20 HOURS DURING TRADING HOURS, FINANCIAL PLANNING. 2. INSURANCE, YES, BROKERAGE RESOURCES, 11300 86TH AVENUE NORTH, MAPLE GROVE, MN, 55369, BROKER, 10/10/1999, 10 HRS/MO, 1 DURING TRADING HRS, OFFER CLIENTS AND BROKERS FIXED LIFE INSURANCE AND LTC. 3. FIRST SIGNATURE SERVICES, YES, AGENT, 11300 86TH AVE NORTH, MAPLE GROVE, MN. 55369, 04/2012, 100 HOURS PER MONTH, 75 HOURS PER MONTH DURING TRADING HOURS, MEETING WITH CLIENTS. 4. NPF BENEFITS POSITION: Sales NATURE: Group and Individual Health Insurance and Group Voluntary benefits.Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/07/2018 ADDRESS: 11300 86th Avenue North, Maple Grove MN 55369, United States DESCRIPTION: Partnering up for Health Insurance business with NPF Benefits 5. TRUE NORTH ADVISORY GROUP POSITION: Owner NATURE: Marketing DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/16/2018 ADDRESS: 11300 86th Avenue North, Maple Grove MN 55369, United States DESCRIPTION: Securities marketing name. Does not appear to violate any firm policies. 6. HIGH SCHOOL FOOTBALL COACH POSITION: Coach NATURE: Non-Profit, High School INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 09/07/2022 ADDRESS: 1100 81st Ave NE, Spring Lake Park MN 55432, United States DESCRIPTION: Coach kids after school/work

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-11
• S63 Uniform Securities Agent State Law Examination
  2000-07-05