linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ellen Katherine Osthus

Equita Financial Network, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ellen? Claim Your Profile

About Ellen Katherine Osthus

Ellen Katherine Osthus is a financial advisor who has been in the industry since 2010. Ellen is a Certified Financial Planner™ and holds the Series 7 and Series 66 licenses. Ellen currently works at Equita Financial Network, Inc. Ellen has been a registered representative with the firm since 2019. Prior to this, Ellen was a registered representative with BirchTree Financial Services LLC from 2011 to 2012. Ellen has a background in wealth management and financial planning and has experience working with high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Ellen provides a variety of financial planning and investment advisory services.

Firm Information

Ellen Osthus is currently registered with Equita Financial Network, Inc.. Equita Financial Network, Inc. is an investment advisory firm headquartered in FORT WASHINGTON, PA. The firm provides financial planning, selection of other advisers, and portfolio management for individuals. Equita Financial Network, Inc. manages approximately $283,061,181 in client assets. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals.
Equita Financial Network, Inc.

500 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034

$283.06M

Assets Under Management

62

Total Clients

14

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ellen Osthus’s Registration & Firm History

PA

01/30/2020 - Present

Equita Financial Network, Inc. (FORT WASHINGTON PA)

MN

05/17/2011 - 07/17/2012

BIRCHTREE FINANCIAL SERVICES LLC (MINNEAPOLIS MN)

Not sure if Ellen Katherine Osthus is right for you?

Licenses & Designations

BOTH

Issued 08/30/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/16/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ellen Katherine Osthus.
Not sure if Ellen Katherine Osthus is right for you?