TO
ChFC
TO
ChFC

Thomas Ostler

20 Years of Experience
Omaha, NE
BrokerSells Insurance

Thomas Ostler is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Omaha, NE, with 20 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2401 S 130th Cir, Omaha, NE, 68144

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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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
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
September 2006 - August 2023 · 16 yrs 11 mos
Securian Financial Services, INC.Broker
July 2005 - August 2023 · 18 yrs 1 mo
State Registrations25 states
AKARAZCACOFLIAIDKSMAMNMOMTNENYOKORPASDTXUTVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.