David Drummond Osborn

CFP

Rossby Financial, LLC

16 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Rossby Financial, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

804 clients

Average Client Portfolio

$446K average

Assets Under Management

$358.6M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

912 Michigan Avenue, Laporte, IN, 46350

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

David is a member of AyarBorn Properties, LLC, which owns rental real estate. He spends minimal time on general maintenance.

Employment History

Current Registrations

Rossby Financial, LLC

September 2025 - Present · 5 mos

Osborn Wealth Management

September 2009 - Present · 16 yrs 5 mos

State Registrations2 states

INMI

Advisor

Exams

No exam information available for this advisor.