Craig Michael Twombly

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → Present
  Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc.
  Minneapolis, MN
• 01/2006 → Present
  Financial Dimensions Group, Inc.
  Minneapolis, MN

Previous Registrations

• 2013-12-16 → 2024-11-01
  Financial Dimensions Group, Inc.
  New Brighton, MN
• 2007-06-27 → 2012-12-31
  Financial Dimensions Group, Inc.
  New Brighton, MN
  Minneapolis, MN

Other Businesses

1-FDG PLAZA, LLC, NOT INVESTMENT RELATED, 708 CLEVELAND AVE SW, SUITE 200, NEW BRIGHTON, MN 55112, PARTNER, 10-1-2007, 0 HOURS MONTH, 0 DURING TRADING, I AM ONE OF 12 OWNERS OF A COMMERCIAL REAL ESTATE BUILDING IN WHICH I OCCUPY AS A TENANT AND LEASE OUT THE ADDITIONAL SPACE. COLLECT RENTS FROM TENANTS. 2-CRAIG TWOMBLY, CFP - INSURANCE POSITION: Statutory Agent NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 03/01/1995 ADDRESS: 708 Cleveland Ave. SW, Suite 200, New Brighton MN 55112, United States DESCRIPTION: I review and/or sell Life, Disability, Fixed Annuity, and Long Term Care Insurance for various clients. I also review and/or make an assessment of existing insurance coverage the clients may have 3-FINANCIAL DIMENSIONS GROUP, INC., INVESTMENT RELATED, 708 CLEVELAND AVE. SW, STE 200 NEW BRIGHTON, MN 55112, FINANCIAL ADVISOR, 1/20/06, 180 HOURS MONTH, 180 HOURS DURING TRADING, COMPREHENSIVE FINANCIAL PLANNING.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-08-02

Designations

• Certified Financial Planner

Other Names

• Craig M Twombly