Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Ann Oseth is an investment advisor representative registered with Compass Capital Management Inc. Jennifer holds a Series 65 license and is licensed in multiple states, including Illinois, Iowa, New York, South Dakota, and Texas. Jennifer has over 10 years of experience in the financial services industry, previously working at Heritage Wealth Architects, Keller Williams Integrity, Keller Williams Premier, and Bethel University. Jennifer specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor
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.
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MN
01/01/2025 - Present
Compass Capital Management Inc. (MINNEAPOLIS MN)
IA
Issued 05/07/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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