AdvisorOS Directory
Claim Profile
AO

Allen Agle Osgood

FINANCIAL FREEDOM, LLC·CINCINNATI, Ohio
Unclaimed Profile
8044 MONTGOMERY ROAD, CINCINNATI, OH 45236CRD# 2825858Firm CRD# 118772
01

About

Allen Agle Osgood is a registered financial advisor based in CINCINNATI, Ohio, affiliated with FINANCIAL FREEDOM, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL FREEDOM, LLC
FINANCIAL FREEDOM
AUM
$392M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FINANCIAL FREEDOM, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2825858
Firm CRD# 118772
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CINCINNATI?

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

Browse CINCINNATI 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 Allen Agle Osgood offer?
Allen Agle Osgood specializes in Financial Planning, Investment Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are Allen Agle Osgood's credentials?
Allen Agle Osgood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allen Agle Osgood located?
Allen Agle Osgood is based in CINCINNATI, Ohio, working with FINANCIAL FREEDOM, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does Allen Agle Osgood charge for services?
Allen Agle Osgood's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL FREEDOM, LLC?
FINANCIAL FREEDOM, LLC has approximately 3 employees and manages $392M 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 CINCINNATI
Vivienne Karin Schleu — NATIONAL WEALTH MANAGEMENT GROUP, LLCMartin Wayne Friedman — SC GP III(B), LLCTodd Allen Gardner — SC GP III, LLCJennifer Jo Kielczewski — MARIEMONT CAPITAL LLCGary Edward Mathews — NATIONAL WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile