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John Preston Osseward

Avier Wealth Advisors

Bellevue, WA

CRD 6319061

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Employer firm

Avier Wealth Advisors CRD 161077

$1.19B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Avier Wealth Advisors

10655 Ne 4Th Street Suite 500, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2014-04-07
  • WA RA
    APPROVED
    Since 2014-04-07

Branch Locations

10655 Ne 4Th Street Suite 500, Bellevue, WA 98004 • 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
Avier Wealth Advisors Bellevue WA 03/2015 08/2018
Avier Wealth Advisors Bellevue WA 08/2018 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-13
  • S65 Uniform Investment Adviser Law Examination
    2011-12-13
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

BASECAMP WEALTH ADVISORS, LLC
THREADLINE WEALTH
SCS

Nearby Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG

Nearby Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA

More in Bellevue, WA

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