Robert Osgood (CRD# 6790818) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Ontario, CA and has over 5 years of experience in the finance industry.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments, Inc. | Ontario, CA | Jul 2020 - Current | 3 |
Thrivent Advisor Network, LLC | Ontario, CA | May 2020 - Current | 3 |
Thrivent Financial | Appleton, WI | Jun 2018 - May 2020 | 1 |
Thrivent Investment Management Inc. | Ontario, CA | Apr 2018 - May 2020 | 2 |
Thrivent Financial - Lauren Althaus | Ontario, CA | Mar 2018 - Jun 2018 | < 1 |
Itzen Wealth Management | Riverside, CA | Jan 2018 - Feb 2018 | < 1 |
Itzen & Associates | Riverside, CA | Apr 2017 - Jan 2018 | < 1 |
University Of Redlands | Redlands, CA | Sep 2013 - Apr 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- CA
- TX
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Total Assets Under Management6,164MILLIONS
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Total Number of Accounts28,513ACCOUNTS
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Average Account Value$216,175
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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