Allen Agle Osgood Jr
CFP®Professional Summary
Allen Agle Osgood JR, CFP®, who also goes by Al Osgood Jr, Allen Agle Osgood Jr Jr, is a registered financial advisor currently at FINANCIAL FREEDOM located in Cincinnati, Ohio. Allen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Allen has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Retirement Planning
- Estate & Legacy Planning
- Risk Management & Insurance
- Investment Management
- Tax Planning
Biography
Our Fee Approach Most investment managers charge fees based on a % of assets. We utilize a retainer approach in establishing fees. Our retainer fees include a complete Wealth Management package which integrates Comprehensive Financial Planning & Investment Management. Two Very Important Arrows In Our Quiver We will integrate the "Softer Side" of Financial Planning (your emotions, life dreams and future visions) with the mechanical (financial projections) required to help you achieve your life goals...
Other Aliases
Al Osgood Jr, Allen Agle Osgood Jr Jr
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CAPITAL ADVISORY SERVICES, LLC
Videos & Posts
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CAPITAL ADVISORY SERVICES, LLC
Contact Information
Direct
(xxx) xxx-xxxx
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CAPITAL ADVISORY SERVICES, LLC
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
23 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIAL FREEDOM | OSGOOD, ALLEN AGLE | FINANCIAL FREEDOM, LLC | FINANCIAL FREEDOM OHIO, LLC
Contact Information
Main Address
8044 Montgomery Road Suite 700, Cincinnati, OH 45236Phone Number
(513) 697-6400# of Employees
4SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
783AUM (Assets Under Management)
$443,203,000Similar Advisors
CAPITAL ADVISORY SERVICES, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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CAPITAL ADVISORY SERVICES, LLC
Primary Firm SEC Registration
FINANCIAL FREEDOM | OSGOOD, ALLEN AGLE | FINANCIAL FREEDOM, LLC | FINANCIAL FREEDOM OHIO, LLC
State Registrations and Notice Filings
(4/29/2003)
(3/25/2003)
(3/24/2003)
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.
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CAPITAL ADVISORY SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Allen Agle Osgood JR's CRS (Customer Relationship Summary).
Services Offered by Allen
- Financial Planning
- Retirement Planning
- Estate & Legacy Planning
- Risk Management & Insurance
- Investment Management
- Tax Planning
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CAPITAL ADVISORY SERVICES, LLC
