Ellen Osthus, financial advisor Fort Washington PA

Ellen Osthus

CRD Number: 5841237
Current Firm: Equita Financial Network, Inc.

Ellen Osthus (CRD# 5841237) is an Investment Advisor Representative working at Equita Financial Network, Inc. in Fort Washington, PA and has over 12 years of experience in the finance industry. Ellen Osthus 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.

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Professional Designations
Company Name Location Dates Years
Truman Wealth Advisors, LLC Columbia, MO Aug 2023 - Current < 1
Equita Financial Network, Inc. Fort Washington, PA Sep 2019 - Current 4
Feathered Paddle Wealth Partners LLC Edina, MN Sep 2019 - Aug 2023 3
Access Financial Services, Inc. Minneapolis, MN Apr 2019 - Aug 2019 < 1
Bgm Wealth Partners Bloomington, MN Apr 2015 - Apr 2019 4
Mcgladrey Wealth Management LLC Minneapolis, MN Aug 2010 - Mar 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Ellen K. Osthus
Phone Number: 800.604.0176
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    152
    MILLIONS
  • Total Number of Accounts
    821
    ACCOUNTS
  • Average Account Value
    $184,555
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, GA, MA, MN, MO, OR, PA, TN, TX

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