Jonathan OsterkampCRD Number: 4523865
Current Firm: Lpl Financial LLC
Jonathan Osterkamp (CRD# 4523865) is an Investment Advisor Representative working at Lpl Financial LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Lpl Financial LLC||Chandler, AZ||Jan 2009 - Current||8|
|American Express Financial Advisors||Phoenix, AZ||Apr 2002 - Jan 2009||6|
|Ids Life Insurance Company||Phoenix, AZ||Apr 2002 - Jan 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV