Todd Osborn
Todd Osborn is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lenexa, KS, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
11900 W. 87th Street, Suite 210, Lenexa, KS, 66215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Todd is an advisor for the Babinger Charitable Trust, a managing partner for Osborn Family Ltd Partnership and LLC, and the owner of Osborn Financial Services, Inc. These activities require minimal time commitment.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations16 states
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