Terrance Ostrander, financial advisor Manitowoc WI

Terrance Ostrander

CRD Number: 2861942
Current Firm: Calton & Associates, Inc.

Terrance Ostrander (CRD# 2861942) is an Investment Advisor Representative working at Calton & Associates, Inc. in Manitowoc, WI and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Calton & Associates, Inc. Manitowoc, WI Jun 2019 - Current 4
Capital Financial Services Minot, ND Aug 2009 - Jun 2019 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Terrance J. Ostrander
Phone Number: 813-264-0440
Firm Website: http://www.calton.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,059
    MILLIONS
  • Total Number of Accounts
    6,846
    ACCOUNTS
  • Average Account Value
    $154,702
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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