Felipe Humberto Valbuena ospina
Investment adviser representative at Insigneo Advisory Services, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Insigneo Advisory Services, LLCJun 2026 to now
- Insigneo Securities LLCJun 2026 to now
- Vectorglobal WmgJan 2019 to May 2026
- Efg Capital InternationalJan 2011 to Dec 2018
- Efg BankMay 2006 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Insigneo Advisory Services, LLC
$5.2BAssets managed
4,473Clients
225Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5274409
- Firm CRD
- 282589