JO
CFP
JO
CFP

Jerod Ostermeier

9 Years of Experience
Springfield, MO
Broker

Jerod Ostermeier is a CFP-designated registered investment advisor, based in Springfield, MO, with 9 years of industry experience.

Location

1615 S Ingram Mill Rd, Building A, Springfield, MO, 65804

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jerod is the owner of Ostermeier CPA, LLC, where he works as a CPA performing tax preparation, payroll services, and accounting, dedicating about a quarter of his time. He also serves as a finance committee member for the Boys & Girls Club of West Plains, is a registered agent for Norfork Natural Consulting, LLC, and owns 1908 Investments, LLC.

Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
May 2017 - Present · 9 yrs
Cetera Investment Advisers LLC
January 2017 - Present · 9 yrs 4 mos
State Registrations3 states
CAMOWA
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.
Jerod Ostermeier - Financial Advisor | TrueAdvisor