Tina Ottersberg (CRD# 5969462) is an Investment Advisor Representative working at To Wealth, LLC in Boulder, CO and has 1 year of experience in the finance industry. Tina Ottersberg 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.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| To Wealth | Boulder, CO | Dec 2017 - Current | 6 |
| Bsw Wealth Partners | Boulder, CO | Jan 2012 - Jan 2018 | 6 |
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Total Assets Under Management41MILLIONS
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Total Number of Accounts117ACCOUNTS
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Average Account Value$351,282
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO
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