MO
CFP
MO
CFP

Michael Osgood

21 Years of Experience
Spring, TX
BrokerSells Insurance

Michael Osgood is a CFP-designated registered investment advisor, based in Spring, TX, with 21 years of industry experience.

Location

400 Randall Way, Suite 300, Spring, TX, 77388

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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.

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Other Business ActivitiesSells Insurance

Michael is the President & CEO of Osgood Capital Management, providing investment management and advisory services, dedicating about 10-20% of his time. He is also a CPA and owner of Osgood & Associates, P.C., a tax accounting firm, taking about half of his time, and an independent insurance agent, spending a few hours per week on this.

Employment History
Current Registrations
The Leaders Group, INC.
April 2024 - Present · 2 yrs 1 mo
The Leaders Group, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Osgood Capital Management, INC.
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Osgood & Associates, P.C.
January 2005 - July 2022 · 17 yrs 6 mos
Osgood & Associates, P.C.
December 2004 - December 2004 · 0 mos
State Registrations1 state
TX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Osgood - Financial Advisor | TrueAdvisor