Allen Osgood has been President & Chief Compliance Officer of Financial Freedom since October 2004, is a control person of the firm and directly owns 75% or more of it. Allen Osgood holds a Bachelor of Science in Business Administration, Concentration in Finance from Bucknell University.
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, Jr. is President of Financial Freedom, LLC. He is responsible for the development and implementation of comprehensive financial plans, with focus areas including retirement planning, asset allocation, investment recommendations and tax planning, and he is also the firm's Chief Compliance Officer. He served as Vice President from 1993 to 2000 before taking on the role of President.
- Financial FreedomCurrent– present · 23 yearsCincinnati, OH · Adviser representative · Firm CRD 118772
Professional designations
Listed by Financial Freedom
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Allen Osgood is registered as an investment adviser representative in 3 states. The first approvals date from March 2003; the most recent is Florida, in April 2003.
- FloridaSince 29 April 2003
- OhioSince 25 March 2003
- PennsylvaniaSince 24 March 2003
Examinations
No examinations are on Allen Osgood’s record.
- Full name
- Allen Agle Osgood
- CRD
- 4531333
- Firm
- Financial Freedom · CRD 118772
- Role
- President & Chief Compliance Officer
- Office
- 8044 MONTGOMERY ROAD, SUITE 700, Cincinnati, OH 45236
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- finfree.com
Where does Allen Osgood work?
Allen Osgood has been President & Chief Compliance Officer of Financial Freedom, LLC since October 2004, 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, Ohio and Pennsylvania, through Financial Freedom since March 2003.
How many years of experience does Allen Osgood have?
Allen Osgood has 23 years in the financial industry, since March 2003, across 1 adviser firm.
Where is Allen Osgood based?
Allen Osgood’s registered office is in Cincinnati, OH.
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 4531333 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Allen Osgood’s full registration record.
