AO
ChFC
AO
ChFC

Andrew Allen Osby

25 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
96 advisors
Number of Clients
2,427 clients
Average Client Portfolio
$211K average
Assets Under Management
$512.3M

Fee Structure

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Location

4135 NW Urbandale Dr, Urbandale, IA, 50322

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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

Andrew is the treasurer for SE Polk Youth Tackle Football, managing expenses for equipment and general operations. This activity takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Integrity Advisory Solutions
August 2025 - Present · 6 mos
Integrity Alliance, LLC.Broker
October 2016 - Present · 9 yrs 4 mos
Integrity Alliance, LLC
October 2016 - Present · 9 yrs 4 mos
Previous Registrations
Principal Funds Distributor, INC.Broker
January 2007 - January 2011 · 4 yrs
Principal Securities, INC.
October 2004 - October 2016 · 12 yrs
Principal Securities, INC.Broker
July 2000 - October 2016 · 16 yrs 3 mos
State Registrations1 state
IA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Allen Osby - Financial Advisor | TrueAdvisor