William Alfred Osborne

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Troy, MI
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Troy, MI

Other Businesses

Real Estate Ownership; Lot/Land; vacant lotClare County, MI, ,; ; . Business Ownership; Os Entertainment & Show Productions LLC; Owner; Provide guidance and management to musicians and entertainers. Establish an entity to receive and distribute proceeds for services provided by musicians and entertainers who use my company when being paid by venues, etc.; 306 Lake Meadow Drive, , Waterford, MI, 48327; Not Investment-Related; 06/19/2023; 20 to 39 hours per month; 0 during trading hours. Fiduciary Activities; Co-trustee.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-25
• S63 Uniform Securities Agent State Law Examination
  1989-07-05

Other Names

• Bill Osborne