AdvisorOS Directory
Claim Profile
WS

Warren R. Staley

OSP, LLC·EDINA, Minnesota
Unclaimed Profile
5050 FRANCE AVENUE SOUTH, EDINA, MN 55410CRD# 6267115Firm CRD# 169245
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
OSP, LLC
O'BRIEN-STALEY PARTNERS
AUM
$1.7B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at OSP, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6267115
Firm CRD# 169245
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EDINA?

Browse all registered financial advisors in EDINA, Minnesota or claim this profile if it's yours.

Browse EDINA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in EDINA
Gregory Jerald Mortenson — CAPSTONE ADVISORY GROUP LLCScott Michael Siverhus — CAPSTONE ADVISORY GROUP LLCJonathan Todd Guyton — CORNERSTONE WEALTH ADVISORS, INC.Cory Stewart Kiner — PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.Ryan Michael Carlson — CONTEGO CAPITAL GROUP, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile