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Charla Diane Turch

Osaic Wealth, Inc.

Arden Hills, MN

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-24
MN RA APPROVED 2023-12-12
  • TX RA
    APPROVED
    Since 2024-10-24
  • MN RA
    APPROVED
    Since 2023-12-12

Branch Locations

6 Pine Tree Drive Suite 300, Arden Hills, MN 55112 • 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. Arden Hills MN 06/1997 Present
Financial Dimensions Group, Inc. Arden Hills MN 09/2001 Present
  • 06/1997 → Present
    Osaic Wealth, Inc. Fka Royal Alliance Associates, Inc.
    Arden Hills, MN
  • 09/2001 → Present
    Financial Dimensions Group, Inc.
    Arden Hills, MN
Previous Registrations
  • 2013-12-16 → 2024-11-01
    Financial Dimensions Group, Inc.
    Arden Hills, MN
  • 2010-01-28 → 2012-12-31
    Financial Dimensions Group, Inc.
    Arden Hills, MN
Other Businesses

1-FINANCIAL DIMENSIONS GROUP, INC., INVESTMENT RELATED, 6 PINE TREE DRIVE, SUITE 300, ARDEN HILLS, MN 55112, ADVISORY REPRESENTATIVE, START DATE: 09/2001, 40 HRS MONTH, 40 HRS MONTH DURING SECURITIES TRADING, MEET WITH CLIENTS TO IDENTIFY THEIR GOALS, OBJECTIVES, RISK TOLERANCE, DO FINANCIAL ANALYSIS, ANALYZE INVESTMENTS AND MAKE FINANCIAL & INVESTMENT RECOMMENDATIONS TO CLIENTS TO HELP THEM ACHIEVE THEIR FINANCIAL GOALS FROM NOW UNTIL BEYOND THEIR DEATHS. 2-CHARLA D. TURCH, INVESTMENT RELATED, 6 PINE TREE DRIVE, SUITE 300, ARDEN HILLS, MN 55112, OWNER, START DATE: 10/1984, 3 HRS MONTH, 3 HRS MONTH DURING SECURITIES TRADING, SELL LIFE, LONG TERM CARE, DISABILITY INSURANCE TO CLIENTS. 3. ST CHARLES BORROMEO CATHOLIC CHURCH POSITION: Volunteer finance committee member NATURE: Non-profit Catholic Church. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/24/2019 ADDRESS: 2739 Stinson Blvd., Minneapolis MN 55418, United States DESCRIPTION: Oversee what our church business manager & priest do regarding financial matters related to our church & school. Beside me, there are 7 other male & female volunteer committee members, in addition to our business manager & priest.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-08-22
  • S63 Uniform Securities Agent State Law Examination
    1984-08-22
Designations
Other Names
  • Charla Diane Pozzini

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