Greg OsbyCRD Number: 1794660
Current Firm: Bfc Planning, Inc.
Greg Osby (CRD# 1794660) is an Investment Advisor Representative working at Bfc Planning, Inc. in Des Moines, IA and has over 30 years of experience in the finance industry.
Iron Horse Wealth Management, LLC
Cliftonlarsonallen Wealth Advisors, LLC
Lpl Financial LLC
|Securities Management And Research, Inc.||Des Moines, IA||Aug 2003 - Current||14|
|American National Insurance||Des Moines, IA||Jul 2003 - Jan 2011||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1988|
Total Assets Under Management519MILLIONS
Total Number of Accounts4,455ACCOUNTS
Average Account Value$116,539
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV
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