Mike Osborne

Experience

1. Managing Partner

   Nvision Wealth

   Apr 2012 — Present · Overland Park, KS, US

   nVision Wealth and nVision 401(K) Advisors is a boutique Financial Services firm based out of Overland Park, KS that specializes in Individual Retirement Planning, Financial Planning, Fee Based Investment Advice, and 401(K) Plan Sponsor Advice, nVision Wealth and 401(K) Plan Advisors have a relationship with IHT Wealth Management, LLC and LPL Financial, the nation’s largest broker-dealer*, under the “Hybrid RIA” model.*As reported by Financial Planning magazine, June 19••••20, based on total revenue.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above. Investment Advice offered through nVision Wealth, a registered investment advisor. nVision Wealth and nVision 401(K) Plan Advisors are separate entities from LPL Financial.Third party posts on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with nVision Wealth may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

• Kansas State University

  Bachelor of Science (B.S.), Accounting

  1989 — 1993

Skills

• Employee Benefits
• Wealth
• Sales Management
• Iras
• Series 63
• 401k
• Portfolio Management
• Securities
• Series 6
• Retirement Planning
• Insurance
• Finra
• Series 7
• Financial Services
• Investments
• Sales
• Retirement
• Strategic Financial Planning
• Wealth Management
• Series 65
• Asset Allocation
• Mutual Funds
• Management
• Executive Management
• Financial Advisory
• Investment Advisory
• Alternative Investments
• Separately Managed Accounts