Steffanie Osborn is a registered investment advisor at First Dollar Saved LLC, based in Spring Lake, MI, with 3 years of industry experience. Steffanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
First Dollar Saved LLC will sit down with you and help you open your own investment accounts at your chosen brokerage. They provide specific instructions on how to reallocate investment accounts but do not make trades on your behalf. They do not monitor accounts between rebalancing periods, have authority over accounts, nor have custody of assets.
Location
Spring Lake, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
First Dollar Saved LLC
State Registrations1 state
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