Robert
Osgood

Thrivent Advisor Network, LLC

CRD#6790818
Investment Advisor
in Ontario, CA

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About this Advisor

Robert Osgood is a financial advisor based in Ontario, California, working with Thrivent Advisor Network, LLC. Robert has previously held positions at University Of Redlands, Itzen & Associates, Itzen Wealth Management, Thrivent Financial - Lauren Althaus, Thrivent Investment Management Inc, Thrivent Advisor Network, LLC, Purshe Kaplan Sterling Investments, Inc, and Thrivent Financial. Robert has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Robert is part of Thrivent Advisor Network, LLC, which operates out of Ontario, California. The firm has 37 offices and 164 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Thrivent Advisor Network, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3333 East Concours Suite 8100
Ontario, CA 91764

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Thrivent Advisor Network, LLC Brokerage Details

Total Assets Under Management

$6,163,786,512

CA Average: $5,289,111,388
Total Number of Employees

164

CA Average: 157
Total Number of Accounts

28,513

CA Average: 8,262
Average Account Size

$216,175

CA Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Robert Osgood Work History

2024 - Present (0 year)

Thrivent Investment Management Inc

2020 - Present (4 years)

Thrivent Advisor Network, LLC

2020 - Present (4 years)

Purshe Kaplan Sterling Investments, Inc

2018 - 2018 (< 1 year)

Itzen Wealth Management

2018 - 2018 (< 1 year)

Thrivent Financial - Lauren Althaus

2018 - 2020 (2 years)

Thrivent Investment Management Inc

2018 - 2020 (2 years)

Thrivent Financial

2017 - 2018 (1 year)

Itzen & Associates

2013 - 2017 (4 years)

University Of Redlands

Disclosures

Please visit the SEC profile of Robert Osgood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thrivent Advisor Network, LLC

Jeremy Reed
Gettysburg, PA
Garrett Poland
Fremont, NE
Bryant Hayes
Minneapolis, MN
Eric Schneider
Denver, CO
Jenna Wolff
Hopkins, MN
Blair Greenwood
Minneapolis, MN
Jeremy Sarna
Forsyth, IL
Theodore Kouba
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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