Osni Ferreira Filho (CRD# 6877027) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Hudson, WI and has over 4 years of experience in the finance industry. Osni Ferreira Filho 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# 4618120
Thrivent Advisor Network, LLC
CRD# 2773901
Edward Jones
CRD# 1246048
Thrivent Advisor Network, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Eversource Wealth Advisors, LLC | Hudson, WI | Nov 2022 - Current | 1 |
Thrivent Financial | Appleton, WI | Dec 2019 - Nov 2022 | 2 |
Thrivent Investment Management Inc. | Golden Valley, MN | Jul 2019 - Nov 2022 | 3 |
Thrivent Financial | Appleton, WI | Oct 2019 - Dec 2019 | < 1 |
Aqseptence Group, Inc. | New Brighton, MN | Feb 2016 - Oct 2019 | 3 |
Thrivent Investment Management Inc. | Golden Valley, MN | Dec 2017 - Mar 2018 | < 1 |
Unemployed | Woodbury, MN | Sep 2015 - Feb 2016 | < 1 |
Universidade Estadual De Campinas | Limeira, | Jan 2010 - Sep 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- WI
-
Total Assets Under Management2,694MILLIONS
-
Total Number of Accounts8,119ACCOUNTS
-
Average Account Value$331,859
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.