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Susan Escudero Osborn

Osaic Wealth, Inc.

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About Susan Escudero Osborn

Susan Osborn is a financial advisor with over 14 years of experience in the industry. Susan is currently registered with Osaic Wealth, Inc. and has previously worked for SAGEPOINT FINANCIAL, INC. and EDWARD JONES. Susan holds a Series 7, Series 66, and SIE license. Susan's areas of expertise include financial planning, pension consulting, and portfolio management. Susan also provides educational seminars to clients and assists clients with selecting other advisors. Susan is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals.

Firm Information

Susan Osborn is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Susan Osborn’s Registration & Firm History

CA

09/01/2023 - Present

Osaic Wealth, Inc. (CAMARILLO CA)

CA

08/11/2010 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (CAMARILLO CA)

CA

01/06/2009 - 06/30/2010

EDWARD JONES (VENTURA CA)

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Licenses & Designations

BOTH

Issued 01/16/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Escudero Osborn.
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