Thomas Ostler is a ChFC-designated registered investment advisor, based in Omaha, NE, with 21 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2401 S 130th Cir, Omaha, NE, 68144
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 →Other Business ActivitiesSells Insurance
Thomas is an agent/broker for multiple insurance companies, selling fixed insurance and Medicare products, dedicating a few hours per week to each. He also volunteers as an officer for Heart Heroes, Inc, is a board member for The Church of Latter Day Saints, and leads a committee for the Rotary Club of Omaha Millard.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations25 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
- Samantha Rathje, CFPBridges Investment Management INC
- Mark Wynegar, CFATributary Capital Management, LLC
- Ryan Beyel, CFPFirst Heartland Consultants, INC.
- Aaron Winters, CFPWealthplan Partners
- David Pezzella, CFPColumbia Management Investment Advisers, LLC
- Tyler Schlumpf, CFAPrivate Wealth Asset Management