Kevin OstergaardCRD Number: 6375261
Current Firm: Edelman Financial Services, LLC
Kevin Ostergaard (CRD# 6375261) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Bethesda, MD and has over 2 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Ef Legacy Securities, LLC||Bethesda, MD||Apr 2016 - Current||< 1|
|Edelman Financial Services LLC||Fairfax, VA||Feb 2016 - Current||< 1|
|Sanders Morris Harris LLC||Houston, TX||Feb 2016 - Apr 2016||< 1|
|Securian Financial Services Inc.||St. Paul, MN||Jul 2014 - Feb 2016||1|
|Minnesota Life||St. Paul, MN||Jul 2014 - Feb 2016||1|
|Financial Advantage||Rockville, MD||Jul 2014 - Feb 2016||1|
|University Of Maryland||College Park, MD||Jun 2010 - Jun 2014||4|
|Liberty Mutual||Rockville, MD||Jun 2013 - Nov 2013||< 1|
|Mt. Lebanon High School||Pittsburgh, PA||Aug 1997 - Jun 2010||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management14,880MILLIONS
Total Number of Accounts69,807ACCOUNTS
Average Account Value$213,159
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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