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Brian Oosterhouse is a financial advisor with over 20 years of experience in the financial services industry. Brian is currently registered with Oneamerica Securities, Inc. in Grand Rapids, Michigan. Brian has held previous positions at The Huntington Investment Company, Northern Trust Securities, Inc., Fifth Third Securities, Inc., and Banc One Securities Corporation. Brian is licensed to offer securities and investment advisory services in Michigan. Brian has passed the SIE, Series 6, and Series 63 examinations. Brian's areas of expertise include portfolio management for individuals and businesses, financial planning, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
05/21/2024 - Present
Oneamerica Securities, Inc. (Grand Rapids MI)
MI
08/28/2012 - 11/29/2023
THE HUNTINGTON INVESTMENT COMPANY (Grand Rapids MI)
MI
06/30/2004 - 09/15/2011
NORTHERN TRUST SECURITIES, INC. (GRAND RAPIDS MI)
OH
01/16/2003 - 02/17/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IL
12/21/1999 - 12/13/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 07/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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