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Keith James Osburn

Allstate Financial Services, LLC

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About Keith James Osburn

Keith James Osburn is a financial advisor in Marysville, Washington. Keith has been in the financial industry since 1991. He is currently registered with Allstate Financial Services, LLC. Keith has also held previous registrations with U.S. Bancorp Piper Jaffray Inc., Financial Network Investment Corporation, Independent Financial Securities, Inc., Securities Management & Research, Inc. and Mutual of Omaha Fund Management Company. Keith holds the following licenses: Series 6, Series 7, Series 24, Series 63 and Series 65.

Firm Information

Keith Osburn is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

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.

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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Keith Osburn’s Registration & Firm History

WA

02/09/2004 - Present

Allstate Financial Services, LLC (MARYSVILLE WA)

MN

09/19/2000 - 11/14/2002

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

CA

02/15/1996 - 10/03/2000

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NA

12/24/1991 - 02/21/1996

INDEPENDENT FINANCIAL SECURITIES, INC.

IA

09/06/1991 - 01/02/1992

SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)

NE

08/22/1988 - 10/04/1989

MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)

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Licenses & Designations

IA

Issued 02/27/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/13/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/1994

Series 7 - General Securities Representative Examination

BC

Issued 08/17/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Keith James Osburn. Review regulatory record here.
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