John Osterman, financial advisor Yuma AZ
93 score

John Osterman

CRD Number: 1186988
Current Firm: Eagle Strategies LLC

John Osterman (CRD# 1186988) is an Investment Advisor Representative working at Eagle Strategies LLC in Yuma, AZ and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Osterman Financial Group Yua, AZ Dec 2007 - Current 9
Nylife Securities Inc. Tucson, AZ Jan 1983 - Current 33
New York Life Yuma, AR Apr 1979 - Current 37
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for John T. Osterman
Phone Number: (888) 695-3245
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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