David J. Van Osdol
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 is 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
Services Offered
Biography
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2001
Education
West Virginia University
Bachelor of Business Studies (BBS) - Finance
1993
Experience
July 9, 2026 - Present
March 31, 2025 - April 3, 2026
STRATEGIC ADVISERS LLC
December 16, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
November 17, 2021 - April 3, 2026
FIDELITY BROKERAGE SERVICES LLC
September 5, 2019 - January 25, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
July 16, 2019 - September 4, 2019
CETERA INVESTMENT ADVISERS LLC
May 31, 2019 - September 4, 2019
CETERA FINANCIAL SPECIALISTS LLC
July 23, 1998 - June 2, 2008
CITIGROUP GLOBAL MARKETS INC.
July 30, 1994 - July 20, 1998
CINCINNATI ANALYSTS, INC.
November 22, 1993 - February 7, 1994
METROPOLITAN LIFE INSURANCE COMPANY
November 22, 1993 - February 7, 1994
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/9/2026)
Exams
Series 7TO
Date: 5/31/2019
General Securities Representative ExaminationCurrent firm
No current employment
Red Flags
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