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Gregory Ostedgaard

Advisor at Financial Professionals Incorporated

Updated today

Location

Greenbrier, AR

Credentials

Series 63, Series 65

Industry experience

26 years

About

Gregory Ostedgaard is a financial advisor with Financial Professionals Incorporated in Greenbrier, Arkansas, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Financial Professionals Incorporated since 2002 and has been self-employed in insurance sales and servicing since 1981. He is also a licensed insurance agent involved in insurance product sales. Financial Professionals Incorporated provides discretionary asset management and retirement-plan advisory services to individuals, high-net-worth clients, and corporate entities, including pension and profit-sharing plans. The firm employs defined model portfolios and utilizes the Envestnet third-party strategist network, with a focus on ERISA plan services including 3(21) fiduciary and 3(38) investment manager roles.

Client services

Based on Financial Professionals Incorporated

Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Financial Professionals Incorporated

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Financial Professionals Incorporated

Founder/Business Owner Retired

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Fee options

Percentage

$0 - $250,000: FPI Conservative Portfolio: 1.00% annually (0.25% quarterly) $0 - $250,000: FPI Moderately Aggressive Portfolio: 1.00% annually (0.25% quarterly) $0+: FPI Low Volatility Portfolio: 0.50% annually (0.125% quarterly) $250,000+: UMA Moderately Aggressive Portfolio: 0.60% annually (0.15% quarterly)

Commissions

Investment Advisor Representatives receive external compensation (commissions) for insurance products; approx. 10% of compensation.

Other

Account minimum: $5,000 (general minimum); $250,000 (UMA Moderately Aggressive Portfolio) Fee-only: Annual fees based on assets under management, billed quarterly in advance. Fees are negotiable.

Location

Greenbrier, AR

Most active in

Arkansas · Texas

Work history

Financial Professionals Incorporated

2002 - Present (24 years)

SELF EMPLOYED

1981 - Present (45 years)

Disclosures

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

Business activities & affiliations

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CFA®

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College savings (529s, UTMA, etc.) Business sale tax planning Retirement income strategy Cash flow / budgeting General estate planning guidance
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Series 63, Series 65

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Wealth management Founder/Business Owner Retired
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