Allen A. Osgood
FINANCIAL FREEDOM
CINCINNATI, OH 45236
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CRD#: 4531333
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 .
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 and objectives.
Annual Performance Evaluation
Each year we provide our clients with a Wealth Management Services evaluation package. We recap all of the Comprehensive Financial Planning activities that we have performed and we compare each client's portfolio results (after retainer fees) to relevant industry benchmarks. We think that it is important that each client is able to evaluate the overall value that our retainer relationship adds to the achievement of their life goals and objectives.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Income Management
Estate Planning
Insurance Planning
Retirement Planning
Investment Planning
Tax Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Al Osgood Jr | Allen Agle Osgood Jr Jr
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.
CRS (Client Relationship Summary) - RIA
Click below to view Allen Agle Osgood JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Experience
Current
March 24, 2003 - Present
FINANCIAL FREEDOM
Office #1: 8044 Montgomery Road Suite 163, Cincinnati, OH 45236RIA
CRD#: 118772
CINCINNATI, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FINANCIAL FREEDOM
FINANCIAL FREEDOM | OSGOOD, ALLEN AGLE | FINANCIAL FREEDOM, LLC | FINANCIAL FREEDOM OHIO, LLC
CRD#: 118772 / SEC#: 801-63647
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Florida
Registered Investment Advisory firm - (4/14/2005 Terminated)Maine
Registered Investment Advisory firm - (4/14/2005 Terminated)Ohio
Registered Investment Advisory firm - (4/14/2005 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/14/2005 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(4/29/2003)
IAR
Ohio(3/25/2003)
IAR
Pennsylvania(3/24/2003)
Exams
Current Firm
FINANCIAL FREEDOM
FINANCIAL FREEDOM | OSGOOD, ALLEN AGLE | FINANCIAL FREEDOM, LLC | FINANCIAL FREEDOM OHIO, LLC
CRD#: 118772 / SEC#: 801-63647
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Florida
Registered Investment Advisory firm - (4/14/2005 Terminated)Maine
Registered Investment Advisory firm - (4/14/2005 Terminated)Ohio
Registered Investment Advisory firm - (4/14/2005 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/14/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8044 Montgomery Road Suite 700, Cincinnati, OH 45236
Mailing Address
Phone number
(513) 697-6400
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 793 |
| AUM (Assets Under Management) | $ 407,111,000 |
Red Flags
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Company Information
FINANCIAL FREEDOM
CRD#: 118772Cincinnati, OH 45236TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
