Osanna Leigh Koester

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

• 06/2023 → 01/2025
  The Vanguard Group, Inc.
  Plano, TX
• 02/2023 → 04/2023
  Lafayette Family Ymca
  Lafayette, IN
• 08/2019 → 05/2023
  Purdue University
  West Lafayette, IN
• 06/2022 → 08/2022
  Randstad
  Malvern, PA
• 05/2021 → 08/2021
  Posey County Co-Op
  Mt. Vernon, IN
• 05/2020 → 08/2020
  Beck'S Hybrids
  Henderson, KY
• 05/2019 → 08/2019
  Burdette Park Aquatic Center
  Evansville, IN
• 05/2018 → 08/2018
  Burdette Park Aquatic Center
  Evansville, IN
• 05/2017 → 08/2017
  Burdette Park Aquatic Center
  Evansville, IN
• 08/2007 → 05/2019
  Homeschool
  Wadesville, IN
• 01/2010 → 07/2019
  Koester Bros' Farms
  Wadesville, IN
• 02/2025 → Present
  Ameriprise Financial Services, Llc
  Newburgh, IN

Previous Registrations

• 2023-08-18 → 2025-02-27
  Vanguard Advisers, Inc.
  Plano, TX

Other Businesses

Outside Employment; Operations Management Group; Employee; Manage advisory business; 8859 High Pointe Dr, , Newburgh, IN, 47630; Investment-Related; 02/03/2025; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-17

Other Names

• Osanna Koester
• Osanna L Koester