Financial Planning Services Offered Through Securities America Advisors, Inc.
About Ken Osborn
Ken Osborn, Senior Wealth Advisor
Wealth Strategies GroupSecurities America
Member FINRA and SIPC
Ken Osborn has become increasingly popular as an investment professional who provides sound financial advice and exceptional service to his clients. Ken is a Senior Wealth Advisor with the Wealth Strategies Group and a Registered Representative of Securities America, member FINRA and SIPC, in Costa Mesa, California.
Ken specializes in retirement planning. Since 1991, he has counseled over 1,000 clients with IRA Rollovers and retirement account rollovers. His clientele consists of affluent singles, couples and families, business owners, professionals and retirees.
“Helping clients build and preserve assets is what I do best” says Ken. “I strive to build a long-standing relationship with each client because investing success is the result of an ongoing process, not a single event.” Many of Ken’s clients have trusted him as their investment consultant for over 16 years.
Ken majored in Business at Indiana University. To further his education, he has attended numerous training courses and workshops at local colleges and financial institutions. To share his knowledge with others, Ken regularly conducts investing seminars and workshops. He has written numerous articles published by the Employee Times magazine, the Employment and Business Opportunities magazine and the Long Beach Business Journal.
Ken is a member of the Eagle Scout Association of America, the American Association of Individual Investors, and The Gideons International. In his leisure, Ken enjoys fishing, hiking, snow skiing and public speaking.
Ken Osborn is securities licensed in Alaska, Arizona, Arkansas, California, Colorado, Illinois, Indiana, Michigan, New Jersey, New Mexico, New York, Oregon, Virginia, Washington, and Wisconsin. He holds the 7, 63 and 65 registrations with FINRA and is also licensed for Life, Health and Disability Insurance in California (California Insurance License #0B27699).