Unclaimed
Thomas Ostler is a financial advisor currently registered with Cetera Investment Advisers LLC, working out of the Omaha, NE branch office. Thomas has been in the financial services industry since July 14, 2005. Thomas has been with Cetera Investment Advisers LLC since August 2023. Before joining Cetera Investment Advisers LLC, Thomas was registered with Securian Financial Services, Inc. from July 14, 2005, to August 10, 2023, and Heritage Financial Services LLC starting in July 2005. Thomas is licensed in 24 states for both securities and investment advisory services. Thomas is a Chartered Financial Consultant. Thomas has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth.
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.
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2
NE
08/10/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
07/14/2005 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 08/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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