Osborn Wealth Management

Osborn Wealth Management (CRD# 151446) is a financial advisory firm headquartered in La Porte, IN. They manage $59,200,000 in 294 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    294
    ACCOUNTS
  • Average Account Value
    $201,361
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
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
Robert S. Laura
CRD#: 4153364
,

Robert Laura (CRD# 4153364) is an Investment Advisor Representative working at Osborn Wealth Management in , and has over 20 years of experience in the finance industry.

2
David D. Osborn
CRD#: 1502594
912 Michigan Avenue, La Porte, IN 46350

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.

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