Unclaimed Profile

Warren R. Staley

OSP, LLC·EDINA, Minnesota

Clean recordOSP, LLC

5050 FRANCE AVENUE SOUTH, EDINA, MN 55410CRD# 6267115Firm CRD# 169245

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Warren R. Staley · EDINA, MN

Registration

CRD #6267115 · OSP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Warren R. Staley is a registered financial advisor based in EDINA, Minnesota, affiliated with OSP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

OSP, LLC

O'BRIEN-STALEY PARTNERS

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at OSP, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6267115

Firm CRD# 169245

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Warren R. Staley offer?

Warren R. Staley specializes in Retirement Planning. Contact their office in EDINA, Minnesota for a consultation.

What are Warren R. Staley's credentials?

Warren R. Staley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Warren R. Staley located?

Warren R. Staley is based in EDINA, Minnesota, working with OSP, LLC. Their office serves clients in the EDINA metropolitan area and surrounding communities.

How does Warren R. Staley charge for services?

Warren R. Staley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OSP, LLC?

OSP, LLC has approximately 32 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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