Mary OestmannCRD Number: 3063864
Current Firm: Berthel Fisher & Company Financial Services, Inc.
Mary Oestmann (CRD# 3063864) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Lincoln, NE and has over 18 years of experience in the finance industry.
Ameritas Investment Corp
Wells Fargo Advisors, LLC
Pittenger & Anderson Inc.
|Berthel Fisher & Co Financial Services, Inc.||Lincoln, NE||Dec 2011 - Current||5|
|Fsc Securities Corporation, Inc.||Lincloln, NE||May 2006 - Dec 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 2007|
Total Assets Under Management765MILLIONS
Total Number of Accounts5,670ACCOUNTS
Average Account Value$134,832
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV