Steffanie M. Osborn

FIRST DOLLAR SAVED LLC

Spring Lake, MI

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CRD#: 7689975

Professional summary

Steffanie Marie Osborn is a registered financial advisor currently at FIRST DOLLAR SAVED LLC located in Spring Lake, Michigan.

Steffanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Steffanie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steffanie Marie Osborn'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®

None

Experience

Current

February 22, 2023 - Present

FIRST DOLLAR SAVED LLC

RIA

CRD#: 325113

Spring Lake, MI

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

Michigan
(2/22/2023)

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Exams

State Security Law Exam

IAR

Series 65

Date: 11/3/2022

Uniform Investment Adviser Law Examination

Current Firm

FIRST DOLLAR SAVED LLC

FIRST DOLLAR SAVED | OSBORN, STEFFANIE | FIRST DOLLAR SAVED LLC

CRD#: 325113 / SEC#:

Michigan

Registered Investment Advisory firm - (2/17/2023 Approved)

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Contact information

Main Address

Spring Lake, MI

Mailing Address

Phone number

(231) 740-9874

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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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Steffanie M. Osborn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steffanie Marie Osborn's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST DOLLAR SAVED LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/3/2022

Current Firm

FIRST DOLLAR SAVED LLC

Contact information

Documents

Red Flags

Company Information

FIRST DOLLAR SAVED LLC

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