Jed Otteson (CRD# 3269077) is an Investment Advisor Representative working at Bridgehaven Capital Management LLC in Excelsior, MN and has over 4 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bridgehaven Capital Management LLC | Excelsior, MN | Sep 2019 - Current | 4 |
| Self Employed | Excelsior, MN | Apr 2016 - Sep 2019 | 3 |
| Whitebox Advisors | Excelsior, MN | Sep 2001 - Apr 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- MN
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$257,200
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MN
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