Greg
Osby
Bfc Planning, Inc
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About this Advisor
Greg Osby is a financial advisor based in Urbandale, Iowa, working with Bfc Planning, Inc. Greg has previously held a position at Securities Management And Research, Inc. Greg has passed the Series 63 regulatory exam and is registered to provide services in Iowa. Currently, Greg is part of Bfc Planning, Inc, which operates out of Urbandale, Iowa. The firm has 135 offices and 200 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Bfc Planning, Inc includes asset-based, hourly, fixed, and other fees.
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Bfc Planning, Inc Brokerage Details
$1,839,208,077
200
8,749
$210,219
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Greg Osby Work History
Securities Management And Research, Inc
Disclosures
Please visit the SEC profile of Greg Osby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
