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Trina Renee Urban

Osaic Wealth, Inc.

Rochester, 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 2018-11-02
  • MN RA
    APPROVED
    Since 2018-11-02

Branch Locations

2770 Commerce Drive Nw, Rochester, MN 55901 • 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
Bigler Financial Services Rochester MN 04/2001 Present
Advanced Financial Consultants/Advanced Financial Rochester MN 09/2002 Present
Signator Investors, Inc. Rochester MN 05/2016 11/2018
Royal Alliance Associates, Inc. Rochester MN 11/2018 Present
  • 04/2001 → Present
    Bigler Financial Services
    Rochester, MN
  • 09/2002 → Present
    Advanced Financial Consultants/Advanced Financial
    Rochester, MN
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    Rochester, MN
  • 11/2018 → Present
    Royal Alliance Associates, Inc.
    Rochester, MN
Previous Registrations
Other Businesses

1. BIGLER FINANCIAL SERVICES POSITION: Employee - only an entity for payroll NATURE: Employer name (Bigler Financial is the checking account / entity that employs me). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2001 ADDRESS: 2770 Commerce Drive NW, Rochester MN 55901, United States DESCRIPTION: With Bigler Financial Services, have no duties. Only entity that runs payroll. 2. ADVANCED FINANCIAL/ADVANCED FINANCIAL CONSULTANTS POSITION: Investment Research & Analyst NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 146 START DATE: 09/01/2002 ADDRESS: 2770 Commerce Dr NW, Rochester MN 55901, United States DESCRIPTION: Investment analysis, portfolio analysis, service 3. ADVANCED FINANCIAL CONSULTANTS POSITION: Notary NATURE: Notary services INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2005 ADDRESS: 2770 COMMERCE DR NW, ROCHESTER MN 55901, United States DESCRIPTION: Verify identity and notarize documents 4) POA FOR MADELINE URBAN POSITION: POA NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 2770 COMMERCE DR NW, Rochester MN 55901, United States DESCRIPTION: POA should I need to use it for my daughter. Have not used this POA authority - we just have it on file in case something happens down the road. 5) POA FOR MEGHAN URBAN POSITION: POA for my daughter Meghan NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 2770 COMMERCE DR NW, ROCHESTER MN 55901, United States DESCRIPTION: I am listed as Meghan's POA giving my authority to transact on her behalf should she not be able to. 6) POA FOR JANET ANTONSON POSITION: POA for my mother, Janet Antonson. NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 2770 COMMERCE DR NW, ROCHESTER MN 55901, United States DESCRIPTION: I am POA for my mother so if she would become unable, I would be able to transact, invest, sell, move monies on her behalf. 7) IRONWOOD SPRINGS CHRISTIAN RANCH POSITION: Board Member NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/15/2022 ADDRESS: 7291 County 6 Rd SW, Stewartville MN 55976, United States DESCRIPTION: Board Member, committee member and volunteer- assist with overall direction of ranch- assist in planning annual spring gala- volunteer at ranch

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-12-27
  • S63 Uniform Securities Agent State Law Examination
    1995-12-27
Other Names
  • Trina R Mahon
  • Trina Renee Mahon

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