Charla D. Turch, CFP®, MS
Financial Advisor
Location
6 Pine Tree Drive
Suite 300
Arden Hills, MN 55112
Education / Registrations
Series 7 – General Securities Representative
Series 63 – Uniform Securities State Law
Insurance – Life, Health, Disability, Long-term care
Bachelor of Arts (Education), College of Saint Benedict - 1979
Master of Arts (Administration), University of St. Thomas - 1982
Education Specialist, University of St. Thomas - 1984
CFP Practitioner- 1989
Master of Science (Estate Financial Planning) - 1993
Professional Memberships
Member of the Financial Services Institute (FSI)
Business Background
Financial Dimensions Group, Inc., Financial Planner, 1997 – present
American Express Financial Advisors, Inc., Financial Planner, 1984 – 1997
Personal
Married - Steven
Children - Charlie, Nick, Maria
Hobbies - volunteering, running, reading