Charles William Diehl

Employer firm

Touchstone Advisors Inc CRD 107028

$31.1B regulatory AUM

Reported services (Item 5G)

• Portfolio management (investment companies)
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2001 → Present
  Integrity Life Insurance
  Louisville, KY
• 11/2001 → Present
  Touchstone Securities
  Cincinnati, OH

Previous Registrations

• 2005-12-14 → 2014-12-31
  Touchstone Advisors Inc
  Cincinnati, OH

Other Businesses

1) Name: Western Southern Financial Group (WSFG). Investment related: No. Address: 400 Broadway St Cincinnati Oh 45202. Nature: Audio/Video Delivery. Position/Relationship: Audio/Video Deliverer. Start Date: 3/22/22. Appr # of hours/month: 0-4. Appr # of hours/month during securities trading hours: 0-4. Duties: Creating video audio content for WSFG. 2) Charles W Diehl III; Not investment related; PO Box 43536 Louisville, KY 40253; Rental property; position/title: Sole Owner; Start date: 11/17/23; 2-3 hours/Month; 0 during securities trading hours; Duties: will be reviewing financial statements monthly and writing checks to pay bill. Property will be managed by an outside company. // Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-09
• S63 Uniform Securities Agent State Law Examination
  1999-03-18

Other Names

• Bill Diehl
• Charles W Diehl
• Bill Diehl