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Greg Alan Osby

BFC Planning, Inc.

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About Greg Alan Osby

Greg Alan Osby is a financial professional with over 30 years of experience in the financial services industry. Greg is a registered representative of BFC Planning, Inc. and has held this role since October 2013. Greg is also registered as an investment advisor representative in Iowa. Before joining BFC Planning, Inc., Greg was a registered representative of EQUITRUST MARKETING SERVICES, LLC from 1988 to 2003. Greg holds Series 6 and Series 63 licenses as well as the Securities Industry Essentials (SIE) exam. Greg has a designation as a Chartered Financial Consultant. Greg's experience includes financial planning, portfolio management for individuals, and selection of other advisors. Greg is also a managing partner of OSBY INS LLC, an owner of OSBY INSURANCE, and an agent for ANICO.

Firm Information

Greg Osby is currently registered with BFC Planning, Inc.. BFC Planning, Inc. is an investment advisory firm headquartered in Cedar Rapids, Iowa. The firm has over 200 investment advisor representatives and manages over $1.8 billion in assets. They provide financial planning, portfolio management for individuals, and selection of other advisors. BFC Planning serves a variety of clients, including individuals, corporations, pension plans, and charitable organizations.
BFC Planning, Inc.

4201 42ND STREET NE

CEDAR RAPIDS, IA 52402

$1.84B

Assets Under Management

Not reported

Total Clients

121

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Greg Osby’s Registration & Firm History

IA

10/18/2013 - Present

BFC Planning, Inc. (Urbandale IA)

IA

03/04/1988 - 07/07/2003

EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)

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Licenses & Designations

BC

Issued 02/25/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Greg Alan Osby.
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