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Charles William Diehl

Touchstone Advisors Inc.

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About Charles William Diehl

Charles Diehl is an investment advisor representative for Touchstone Advisors Inc. in Cincinnati, Ohio. Charles has been in the financial services industry for over 23 years. Charles has a series 63, 65, and 7, as well as a SIE. Charles has a variety of experience, including previous work with Edward Jones in St. Louis, MO and with Integrity Life Insurance in Louisville, KY. Charles currently has 27 state licenses and has been registered with the state of Ohio as an Investment Advisor Representative since 2016. Charles has also provided 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.

Firm Information

Charles Diehl is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles Diehl’s Registration & Firm History

OH

05/25/2016 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

MO

03/17/1999 - 06/04/2001

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 12/09/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/18/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles William Diehl.
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