Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Osborne is a financial advisor in Overland Park, Kansas. Andrew works at Windward Private Wealth Management Inc. Andrew has been a Registered Representative for 12 years. Andrew is a Certified Financial Planner. Windward Private Wealth Management Inc. is a Registered Investment Advisor. Andrew has experience working with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals. Andrew is registered with the state of Kansas, Missouri, and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
10/04/2023 - Present
Windward Private Wealth Management Inc. (OVERLAND PARK KS)
MO
01/17/2011 - 02/08/2013
CETERA FINANCIAL SPECIALISTS LLC (N. KANSAS CITY MO)
BOTH
Issued 02/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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