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Timothy David Oster

Missionsquare Retirement

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About Timothy David Oster

Timothy David Oster is a financial advisor with over 10 years of experience in the financial services industry. He is currently registered with Missionsquare Retirement in Washington, D.C., and has held previous registrations with WELLS FARGO ADVISORS, LLC. Timothy has a broad range of experience, having held roles at WELLS FARGO BANK NA and ICMA-RC. He is licensed to provide investment advice in multiple states including Alaska, Oregon, and Washington. Timothy has passed multiple industry exams, including the Series 6, 7, 63, and 65 exams.

Firm Information

Timothy Oster is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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percentage of assets

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

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Timothy Oster’s Registration & Firm History

DC

12/02/2015 - Present

Missionsquare Retirement (WASHINGTON DC)

OR

04/08/2013 - 10/14/2015

WELLS FARGO ADVISORS, LLC (HILLSBORO OR)

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Licenses & Designations

IA

Issued 05/07/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/17/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2014

Series 7 - General Securities Representative Examination

BC

Issued 04/05/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy David Oster.
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