Michael Osgood, financial advisor East Dubuque IL
93 score

Michael Osgood

CRD Number: 5426196
Current Firm: Visionpoint Advisory Group

Michael Osgood (CRD# 5426196) is an Investment Advisor Representative working at Visionpoint Advisory Group in East Dubuque, IL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Visionpoint Advisory Group East Dubuque, IL Dec 2015 - Current 2
Lpl Financial, LLC East Dubuque, IL Nov 2015 - Current 2
Cuna Mutual Group Waverly, IA Feb 2013 - Nov 2015 2
Cuna Brokerage Services, Inc. Waverly, IA Feb 2013 - Nov 2015 2
Self Employed West Des Moines, IA Jun 2012 - Feb 2013 < 1
Unemployed West Des Moines, IA Apr 2012 - May 2012 < 1
Great Western Bank Clive, IA Sep 2011 - Apr 2012 < 1
Primevest Financial Services, Inc. St. Cloud, MN Sep 2011 - Apr 2012 < 1
Morgan Stanley Smith Barney Des Moines, IA Mar 2010 - Aug 2011 1
Edward Jones St Louis, MO Sep 2007 - Mar 2010 2
Konica Minolta Business Solutions Des Moines, IA Oct 2006 - Sep 2007 < 1
Student/university Of Northern Iowa Cedar Falls, IA Sep 2004 - Jul 2007 2
Ames Tribune/iowa Newspapers Ames, IA May 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Michael R. Osgood
Phone Number: 800-282-4032
Firm Website: http://www.vpadvisor.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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