David V. Coburn

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2014 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 08/2014 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Pendleton, IN
• 03/2019 → Present
  Woodbury Financial Services, Inc.
  Pendleton, IN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Pendleton, IN

Previous Registrations

• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Pendleton, IN
• 2014-08-22 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Pendleton, IN
• 2008-10-31 → 2014-08-26
  Osaic Services, Inc.
  Pendleton, IN
• 2008-07-09 → 2008-10-31
  American General Securities Incorporated
  Houston, TX
  Pendleton, IN
  Pendleton, IN

Other Businesses

1. COBURN & ASSOCIATES POSITION: President/Owner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2019 ADDRESS: 9852 South 1000 West, Pendleton IN 46064, United States DESCRIPTION: Sale of fixed insurance products to my clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-08
• S63 Uniform Securities Agent State Law Examination
  1996-06-26

Other Names

• David Victor Alexander Kohburn
• David Victor Alexander Amb Kohburn