Merrill
36yrs
Top advisor by experience in Ontario
8yrs
Robert Osgood
Financial advisor at Thrivent Advisor Network
Robert Osgood has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Ontario, California. Robert has been with Thrivent Advisor Network since 2020; before that, Robert spent two years at Thrivent Investment Management. Thrivent Advisor Network offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 100 advisors with offices in Ontario, and one of 92 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office3333 East Concours Suite 8100, Ontario, CA 91764
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$457,966
Advisors at the firm110
States licensed ?2 states
Services through Thrivent Advisor Network
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowThrivent Advisor Network, LLCCurrent firm
- 2018 – 2020Thrivent Investment Management Inc.Previously
Contact Robert
Local office(909) 945-4996Ask for Robert. (612) 844-8444Main office · Minneapolis, MN 3333 East Concours Suite 8100Ontario, CA 91764Office · Get directions LinkedIn pageThrivent Advisor Network
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Robert’s local office at (909) 945-4996 or the Thrivent Advisor Network main office at (612) 844-8444, and ask for Robert Osgood.
How long has Robert been a financial advisor?
Robert has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Thrivent Advisor Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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