Ellen
Osthus
Equita Financial Network, Inc
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About this Advisor
Ellen Osthus is a certified financial planner based out of Fort Washington, Pennsylvania, with a total of 3 years of relevant experience. Osthus is currently employed by Equita Financial Network, Inc. During their career, the advisor has held roles at Mcgladrey Wealth Management LLC, Bgm Wealth Partners, Access Financial Services, Inc, Equita Financial Network, Inc and Feathered Paddle Wealth Partners LLC. Osthus holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Minnesota. Equita Financial Network, Inc is a firm headquartered in Fort Washington, PA. The company has offices in six locations and a total of seven employees. It controls $152 million in total assets across its 821 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 821 accounts, 15% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees vary depending on the type of financial services. However, fees charged by Equita Financial Network, Inc most likely are comprised of some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equita Financial Network, Inc Brokerage Details
$151,519,331
7
821
$184,555
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ellen Osthus Work History
Ellen has been registered as a financial advisor for 3 years.*
Equita Financial Network, Inc
Feathered Paddle Wealth Partners LLC
Access Financial Services, Inc
Bgm Wealth Partners
Mcgladrey Wealth Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
Financial Advisors at Equita Financial Network, Inc
Fort Washington, PA
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Houston, TX
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Fort Washington, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
