John
Osseward

Avier Wealth Advisors

CRD#6319061
Investment Advisor
in Bellevue, WA

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About this Advisor

John Osseward is a financial advisor based in Bellevue, Washington, working with Avier Wealth Advisors. John has previously held a position at Avier Wealth Advisors. John has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, John is part of Avier Wealth Advisors, which operates out of Bellevue, Washington. The firm has 10 offices and 18 employees. The firm manages assets totaling $786.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Avier Wealth Advisors includes asset-based fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

10655 Ne 4Th Street Suite 500
Bellevue, WA 98004

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Avier Wealth Advisors Brokerage Details

Total Assets Under Management

$785,980,266

WA Average: $3,566,627,242
Total Number of Employees

18

WA Average: 46
Total Number of Accounts

2,225

WA Average: 1,499
Average Account Size

$353,250

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

John Osseward Work History

2018 - Present (7 years)

Avier Wealth Advisors

2015 - 2018 (3 years)

Avier Wealth Advisors

2014 - 2015 (1 year)

Avier Wealth Advisors

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Osseward 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 Avier Wealth Advisors

Alexander Castaneda
Bellevue, WA
Rachel Clawson
Bellevue, WA
John Osseward
Bellevue, WA
Angela Sorensen
Bellevue, WA
Samantha Torres
Bellevue, WA
Marisol Fung
Chandler, AZ
Lars Phillips
Bellevue, WA
Raphael Luis De Ocampo
Bellevue, WA

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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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.

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