Ellen
Osthus
Equita Financial Network, Inc
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About this Advisor
Ellen Osthus is a financial advisor based in Fort Washington, Pennsylvania, working with Equita Financial Network, Inc. Ellen has previously held positions at Mcgladrey Wealth Management LLC, Bgm Wealth Partners, Access Financial Services, Inc, Equita Financial Network, Inc, Feathered Paddle Wealth Partners LLC, and Truman Wealth Advisors, LLC. Ellen has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Ellen is part of Equita Financial Network, Inc, which operates out of Fort Washington, Pennsylvania. The firm has 1 office and 9 employees. The firm manages assets totaling $283.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Equita Financial Network, Inc includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equita Financial Network, Inc Brokerage Details
$283,061,181
9
990
$285,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ellen Osthus Work History
Truman Wealth Advisors, LLC
Equita Financial Network, Inc
Access Financial Services, Inc
Feathered Paddle Wealth Partners LLC
Bgm Wealth Partners
Mcgladrey Wealth Management LLC
Disclosures
Please visit the SEC profile of Ellen Osthus to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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