David Osborn (CRD# 1502594) is an Investment Advisor Representative working at Osborn Wealth Management in La Porte, IN and has over 37 years of experience in the finance industry. David Osborn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4849315
Captrust
CRD# 5365207
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Laporte Saving Bank | Laporte, IN | Nov 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1986 |
- IN
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts362ACCOUNTS
-
Average Account Value$183,978
- 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
- Educational seminars/workshops
- Other
IN, MI
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