Financial Freedom

Financial Freedom (CRD# 118772) is a financial advisory firm headquartered in Cincinnati, OH. They manage $208,700,000 in 612 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    612
    ACCOUNTS
  • Average Account Value
    $341,013
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, ME, OH, PA

Financial Advisors at Financial Freedom
Showing 1 - 2 of 2 top financial advisors.
1
Allen A. Osgood
CRD#: 2825858
7 Great Valley Parkway, Suite 210, Malvern, PA 19355
96
Wealthminder
score

Allen Osgood (CRD# 2825858) is an Investment Advisor Representative working at Financial Freedom in Malvern, PA and has over 20 years of experience in the finance industry. Allen Osgood 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.

2
Allen A. Osgood
CRD#: 4531333
8044 Montgomery Road, Suite 700, Cincinnati, OH 45236
90
Wealthminder
score

Allen Osgood (CRD# 4531333) is an Investment Advisor Representative working at Financial Freedom in Cincinnati, OH and has 1 year of experience in the finance industry. Allen Osgood 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.

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