Allen Osgood has been Chairman and Founder of Financial Freedom since January 2000, is a control person of the firm and directly owns under 5% of it. Allen Osgood holds an MBA from Northeastern University and a BS in Business Administration from the University of New Hampshire. Allen Osgood is a graduate of Studies in Marketing Management, Eastern College.
Financial Freedom, LLC is a Cincinnati, OH firm with $443M under management, 114 clients and 3 advisers across 5 offices, as of its March 2026 filing.
Allen A. Osgood is Chairman, Founder and Chief Investment Officer of Financial Freedom, LLC. He has provided comprehensive financial planning to clients for over 30 years and founded the firm. He has experience in the oil and real estate industries dating back to 1965, and more than 20 years of marketing and business experience as a management executive with a Fortune 50 company.
Professional designations
Listed by Financial Freedom
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Allen Osgood is registered as an investment adviser representative in 4 states. The first approvals date from February 2002; the most recent is Maine, in February 2003.
- FloridaSince 19 February 2002
- MaineSince 19 February 2003
- OhioSince 15 January 2003
- PennsylvaniaSince 14 January 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 October 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Allen Agle Osgood
- CRD
- 2825858
- Firm
- Financial Freedom · CRD 118772
- Role
- Chairman and Founder
- Office
- 5 GREAT VALLEY PARKWAY, SUITE 210, Malvern, PA 19355
- Registration
- Investment adviser registration
- In the industry since
- February 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- finfree.com
Where does Allen Osgood work?
Allen Osgood has been Chairman and Founder of Financial Freedom, LLC since January 2000, and is a control person of the firm.
Is Allen Osgood a financial advisor?
Yes. Allen Osgood has a current investment-adviser registration in Florida, Maine, Ohio and Pennsylvania, through Financial Freedom since February 2002.
How many years of experience does Allen Osgood have?
Allen Osgood has 24 years in the financial industry, since February 2002, across 1 adviser firm.
What exams has Allen Osgood passed?
Allen Osgood passed the Series 65 in October 1996.
Where is Allen Osgood based?
Allen Osgood’s registered office is in Malvern, PA.
Is Allen Osgood registered with FINRA?
No. Allen Osgood has no current broker registration.
Is Allen Osgood a CFP?
Financial Freedom lists Allen Osgood with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Allen Osgood’s record?
Search CRD 2825858 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Allen Osgood’s full registration record.
