TrueAdvisor
TrueAdvisor
DO
CFP
DO
CFP

David Drummond Osborn

Rossby Financial, LLC
16 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Rossby Financial, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
804 clients
Average Client Portfolio
$446K average
Assets Under Management
$358.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

912 Michigan Avenue, Laporte, IN, 46350

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is a member of AyarBorn Properties, LLC, which owns rental real estate. He spends minimal time on general maintenance.

Employment History
Current Registrations
Rossby Financial, LLC
September 2025 - Present · 5 mos
Osborn Wealth Management
September 2009 - Present · 16 yrs 5 mos
State Registrations2 states
INMI
Advisor
Exams
No exam information available for this advisor.