David James Van Osdol
CFP®Professional Summary
David James Van Osdol, CFP®, who also goes by David James Van Osdol, David Van Osdol, David James Vanosdol, was a registered financial advisor. David was registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. David had worked at 11 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Income Management
- Education Planning
- Investment Planning
- Comprehensive Financial Planning
- Retirement Planning
Biography
Forming strong relationships with my clients and their families is of the utmost importance to me and I work hard to maintain a deep level of trust, reliability, and competency. As your Financial Consultant, I will work with you to understand all of your unique goals and needs, and strive to help you achieve them with strategies tailored to your particular situation.
Other Aliases
David James Van Osdol, David Van Osdol, David James Vanosdol
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
33 years in the financial services industry
Current & Past Employments
Education
West Virginia University
Finance, Bachelor of Business Studies (BBS)
Finance, Bachelor of Business Studies (BBS)
1993
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Current Firm
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(7/9/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1993About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by David
- Retirement Income Management
- Education Planning
- Investment Planning
- Comprehensive Financial Planning
- Retirement Planning
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