Nathan Ostertag (CRD# 2453974) is an Investment Advisor Representative working at Aegis Investment Management, LLC in Red Wing, MN and has over 28 years of experience in the finance industry.
CRD# 2699220
Lpl Financial LLC
CRD# 4377100
St. Croix Advisors, LLC
CRD# 6703901
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aegis Investment Management, LLC | Wyoming, MN | Aug 2018 - Current | 5 |
| Ameriprise Financial Services Inc. | San Antonio, TX | Mar 2017 - Jun 2018 | 1 |
| Tiaa | St. Paul, MN | Sep 2014 - Mar 2017 | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | St. Paul, MN | Sep 2014 - Mar 2017 | 2 |
| Morgan Stanley | Bloomington, MN | Dec 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2010 |
- MN
- TX
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts47ACCOUNTS
-
Average Account Value$236,319
- 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, TX
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