Andrew Ostlund
Andrew Ostlund is a CFP-designated registered investment advisor at Cliftonlarsonallen Wealth Advisors, LLC, based in Minneapolis, MN, with 19 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,354 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees charged quarterly in advance. Separate fees may be charged for financial planning update services, as well as other services. Fees may be individually negotiated.
Fee Estimator
Location
220 S. Sixth Street, Suite 300, Minneapolis, MN, 55402-4505
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLCBroker
Cliftonlarsonallen Wealth Advisors, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Re Investment CorporationBroker
Re Advisers Corporation
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Graham Acheson, CFACliftonlarsonallen Wealth Advisors, LLC
- Derek Hicks, CFA, CFP, PFSCliftonlarsonallen Wealth Advisors, LLC
- Antony HalladaCliftonlarsonallen Wealth Advisors, LLC
- Casey Anderson, CFPCliftonlarsonallen Wealth Advisors, LLC
- Peter Holupchinski, CFA, CFPCliftonlarsonallen Wealth Advisors, LLC
- Brody Johnson, CFPCliftonlarsonallen Wealth Advisors, LLC