Osborn Wealth Management

Osborn Wealth Management (CRD# 151446) is a financial advisory firm headquartered in La Porte, IN. They manage $29,000,000 in 189 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $153,439
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
  • Educational seminars/workshops
  • Other
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.

IN, MI

Financial Advisors at Osborn Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
David D. Osborn
CRD#: 1502594
1615 Lincolnway, La Porte, IN 46350
96
Wealthminder
score

David Osborn (CRD# 1502594) is an Investment Advisor Representative working at Osborn Wealth Management in La Porte, IN and has over 30 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.

2
Robert S. Laura
CRD#: 4153364
1615 Lincolnway, La Porte, IN 46350
93
Wealthminder
score

Robert Laura (CRD# 4153364) is an Investment Advisor Representative working at Osborn Wealth Management in La Porte, IN and has over 12 years of experience in the finance industry.

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