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Inactive

Andrew Steven Osborne

Windward Private Wealth Management Inc.

Overland Park, KS

Kansas City, MO

Kansas City, MO

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Current Employers
Windward Private Wealth Management Inc.

10955 Lowell Avenue Suite 410, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-10-04
KS RA APPROVED 2013-02-20
MO RA APPROVED 2013-02-15
  • TX RA
    APPROVED
    Since 2023-10-04
  • KS RA
    APPROVED
    Since 2013-02-20
  • MO RA
    APPROVED
    Since 2013-02-15

Branch Locations

10955 Lowell Avenue Suite 410, Overland Park, KS 66210 • United States

Kansas City, MO • United States

851 Nw 45Th Street Suite 106, Kansas City, MO 64116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Steven T. Osborne, Cpa North Kansas City MO 06/2010 12/2016
Windward Private Wealth Management, Inc. Overland Park KS 08/2016 12/2021
Windward Private Wealth Management, Inc. Overland Park KS 12/2018 Present
Windward Private Wealth Management, Inc. Overland Park KS 12/2019 Present
Windward Private Wealth Management, Inc. Overland Park KS 01/2022 12/2025
Windward Private Wealth Management, Inc. Overland Park KS 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-04
  • S66 Uniform Combined State Law Examination
    2011-02-04
Designations
Other Names
  • Drew Osborne

View on SEC IAPD

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