Andrew Steven Osborne
Investment adviser representative at Windward Private Wealth Management Inc.
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$309.6MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Windward Private Wealth Management, Inc.Feb 2013 to now
- Steven T. Osborne, CpaJun 2010 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Windward Private Wealth Management Inc.
$309.6MAssets managed
235Clients
5Advisers
12 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
- 5865396
- Firm CRD
- 113761