Kevin Ostergaard, financial advisor Fairfax VA

Kevin Ostergaard

CRD Number: 6375261
Current Firm: Wolf Group Capital Advisors

Kevin Ostergaard (CRD# 6375261) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 9 years of experience in the finance industry. Kevin Ostergaard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wolf Group Capital Advisors Fairfax, VA Jan 2019 - Current 5
Financial Engines Advisors LLC Sunnyvale, CA Nov 2018 - Dec 2018 < 1
Ef Legacy Securities, LLC Henrico, VA Apr 2016 - Dec 2018 2
Edelman Financial Services Fairfax, VA Feb 2016 - Dec 2018 2
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Kevin R. Ostergaard
Phone Number: (703) 502-9500
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    446
    MILLIONS
  • Total Number of Accounts
    810
    ACCOUNTS
  • Average Account Value
    $550,511
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DC, FL, LA, MD, NC, NH, NY, PA, TX, VA

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