Brent Osterhout

Advisor at Edward Jones

Updated today

Location

Rogers City, MI 49779

Credentials

Series 66

Industry experience

13 years

About

Brent Osterhout is a Series 66-certified financial advisor with Edward Jones, based in Rogers City, MI. He has 13 years of industry experience, all of which has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of advisory programs, tax-efficient strategies, and affiliated investment products.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Divorce financial planning Retirement income strategy General retirement planning Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

166 S Third St

Rogers City, MI 49779

Most active in

Michigan · Texas

Work history

Edward Jones

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jessica H

Series 66

Rogers City, MI

LPL Financial

Jessica Howard is a financial advisor at LPL Financial with a Series 66 designation and experience in the financial services industry since 2017. Her prior roles include positions at Alpena Alcona Area Credit Union, mBank, and Alpena Community College. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Lana H

Series 63, Series 65

Millersburg, MI

Edward Jones

Lana Hurley is a financial advisor at Edward Jones with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at firms including CIG Capital Advisors, Legacy Financial Network Advisors Inc, and Waddell & Reed Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm has a large network of financial advisors and branch offices and manages approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Griffin F

Series 66

Rogers City, MI

LPL Financial

Griffin Fairchild is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked in education and local business roles, including positions at Alpena Alcona Area Credit Union and Western Michigan University. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Courtney M

Series 66

Rogers City, MI

Edward Jones

Courtney Mertz is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones as an advisor, she worked at Mid Michigan Medical Center for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Matthew B

Series 66

Rogers City, MI

Edward Jones

Matthew Bredow is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to his advisory role, he was employed by Rogers City Area Schools and the City of Rogers City Police Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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