Brian Osner
Brian Osner is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Muncie, IN, with 18 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
700 West White River Road, Muncie, IN, 47303
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is involved in several business activities, including mentoring, being a partner in Foote Hansan Davis Inc, owning HIS German Autoparts, managing HIS Property Management LLC, co-owning Osner Rental Properties LLC, and owning White River Wealth Advisors. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
City Securities Corporation
City Securities CorporationBroker
State Registrations30 states
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